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 | $37,064 | $181,894-79.6% | $156,549-76.3% | $273,961-86.5% |
| Participation rate | 84.2% | 88.4%-4.2pp | 84.0%+0.2pp | 83.0%+1.2pp |
| Annual return | 8.32% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $643 | $6,248-89.7% | $5,501-88.3% | $4,869-86.8% |
| Participant deferral / active EE | $2,884 | $5,550-48.0% | $4,871-40.8% | $5,287-45.5% |
| Admin fee / account holder | $7,500 | $15,559-51.8% | $13,027-42.4% | $10,132-26.0% |