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 | $36,408 | $114,381-68.2% | $107,525-66.1% | $142,382-74.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 19.27% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $370 | $4,015-90.8% | $3,754-90.2% | $4,299-91.4% |
| Participant deferral / active EE | $3,032 | $5,564-45.5% | $5,116-40.7% | $6,507-53.4% |
| Admin fee / account holder | $1,354 | $9,860-86.3% | $8,919-84.8% | $12,624-89.3% |