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 | $16,546 | $202,432-91.8% | $169,368-90.2% | $139,434-88.1% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 15.91% | 531.74%-515.8pp | 405.60%-389.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $402 | $4,692-91.4% | $4,013-90.0% | $4,751-91.5% |
| Participant deferral / active EE | $2,530 | $6,938-63.5% | $6,221-59.3% | $6,710-62.3% |
| Admin fee / account holder | $907 | $10,708-91.5% | $9,003-89.9% | $11,403-92.0% |