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 | $51,699 | $183,592-71.8% | $155,567-66.8% | $145,959-64.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 16.33% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $820 | $5,315-84.6% | $4,674-82.4% | $4,661-82.4% |
| Participant deferral / active EE | $3,594 | $6,464-44.4% | $5,628-36.1% | $6,689-46.3% |
| Admin fee / account holder | $4,273 | $19,318-77.9% | $15,916-73.2% | $13,398-68.1% |