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 | $109,823 | $79,944+37.4% | $98,439+11.6% | $75,163+46.1% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.4pp | 67.2%+30.4pp |
| Annual return | 14.68% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $58 | $2,264-97.4% | $3,048-98.1% | $2,670-97.8% |
| Participant deferral / active EE | $7,596 | $3,752+102.5% | $4,738+60.3% | $4,125+84.1% |
| Admin fee / account holder | $11,347 | $6,840+65.9% | $8,948+26.8% | $5,651+100.8% |