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 | $37,182 | $165,335-77.5% | $149,696-75.2% | $158,922-76.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 25.77% | 348.15%-322.4pp | 276.60%-250.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $254 | $5,103-95.0% | $4,644-94.5% | $4,761-94.7% |
| Participant deferral / active EE | $10,786 | $7,181+50.2% | $6,842+57.6% | $5,982+80.3% |
| Admin fee / account holder | $1,733 | $10,807-84.0% | $9,309-81.4% | $11,246-84.6% |