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 | $48,104 | $210,648-77.2% | $177,989-73.0% | $145,922-67.0% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 8.24% | 385.86%-377.6pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $415 | $4,565-90.9% | $3,949-89.5% | $4,660-91.1% |
| Participant deferral / active EE | $5,794 | $6,958-16.7% | $6,276-7.7% | $6,688-13.4% |
| Admin fee / account holder | $52,873 | $12,013+340.1% | $10,363+410.2% | $13,397+294.7% |