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 9-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 | $87,550 | $111,754-21.7% | $103,333-15.3% | $145,922-40.0% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 14.07% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $829 | $4,212-80.3% | $3,868-78.6% | $4,660-82.2% |
| Participant deferral / active EE | $9,185 | $5,619+63.5% | $5,057+81.6% | $6,688+37.3% |
| Admin fee / account holder | $7,072 | $9,750-27.5% | $8,355-15.4% | $13,397-47.2% |