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 | $53,674 | $183,519-70.8% | $155,509-65.5% | $145,922-63.2% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 16.52% | 61.17%-44.6pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $184 | $5,313-96.5% | $4,672-96.1% | $4,660-96.1% |
| Participant deferral / active EE | $11,657 | $6,462+80.4% | $5,626+107.2% | $6,688+74.3% |
| Admin fee / account holder | $537 | $19,313-97.2% | $15,912-96.6% | $13,397-96.0% |