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 8-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 | $104,803 | $215,361-51.3% | $171,082-38.7% | $273,961-61.7% |
| Participation rate | 81.3% | 82.0%-0.8pp | 76.7%+4.6pp | 83.0%-1.8pp |
| Annual return | 7.97% | 25.14%-17.2pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $212 | $4,967-95.7% | $4,002-94.7% | $4,869-95.6% |
| Participant deferral / active EE | $4,678 | $5,543-15.6% | $4,797-2.5% | $5,287-11.5% |
| Admin fee / account holder | $1,636 | $10,846-84.9% | $8,520-80.8% | $10,132-83.9% |