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 | $43,903 | $72,071-39.1% | $68,368-35.8% | $137,256-68.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.53% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $204 | $2,788-92.7% | $2,649-92.3% | $4,156-95.1% |
| Participant deferral / active EE | $2,856 | $4,410-35.2% | $4,123-30.7% | $6,407-55.4% |
| Admin fee / account holder | $1,057 | $5,336-80.2% | $5,150-79.5% | $12,270-91.4% |