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 | $33,653 | $209,411-83.9% | $178,490-81.1% | $158,922-78.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.24% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $914 | $5,706-84.0% | $5,011-81.8% | $4,761-80.8% |
| Participant deferral / active EE | $6,850 | $5,954+15.1% | $5,202+31.7% | $5,982+14.5% |
| Admin fee / account holder | $495 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |