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 | $63,522 | $166,020-61.7% | $164,866-61.5% | $145,959-56.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.62% | 100.08%-86.5pp | 69.97%-56.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $521 | $5,275-90.1% | $4,343-88.0% | $4,661-88.8% |
| Participant deferral / active EE | $2,084 | $6,961-70.1% | $6,033-65.5% | $6,689-68.8% |
| Admin fee / account holder | $1,601 | $16,644-90.4% | $12,689-87.4% | $13,398-88.1% |