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 7-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 | $45,659 | $140,940-67.6% | $112,229-59.3% | $139,434-67.3% |
| Participation rate | 82.6% | 79.2%+3.4pp | 72.4%+10.2pp | 80.3%+2.3pp |
| Annual return | 26.32% | 32.71%-6.4pp | 30.20%-3.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $374 | $4,283-91.3% | $3,430-89.1% | $4,751-92.1% |
| Participant deferral / active EE | $7,424 | $5,874+26.4% | $4,798+54.7% | $6,710+10.6% |
| Admin fee / account holder | $1,556 | $9,954-84.4% | $7,748-79.9% | $11,403-86.4% |