See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,743 | $157,256-77.3% | $141,162-74.7% | $152,861-76.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 93.63% | 64.32%+29.3pp | 71.39%+22.2pp | 345.32%-251.7pp |
| Employer contribution / active EE | $674 | $5,261-87.2% | $4,735-85.8% | $4,762-85.8% |
| Participant deferral / active EE | $8,540 | $7,109+20.1% | $6,709+27.3% | $5,850+46.0% |
| Admin fee / account holder | $4,543 | $12,120-62.5% | $10,261-55.7% | $11,596-60.8% |