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 | $72,261 | $154,228-53.1% | $145,433-50.3% | $137,256-47.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.34% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,736 | $8,216+55.0% | $7,897+61.3% | $6,407+98.8% |
| Admin fee / account holder | $15,811 | $14,344+10.2% | $13,129+20.4% | $12,270+28.9% |