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 6-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 | $36,998 | $159,602-76.8% | $150,045-75.3% | $142,382-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.96% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $737 | $4,961-85.1% | $4,693-84.3% | $4,299-82.9% |
| Participant deferral / active EE | $2,921 | $8,310-64.9% | $7,997-63.5% | $6,507-55.1% |
| Admin fee / account holder | $1,724 | $14,846-88.4% | $13,435-87.2% | $12,624-86.3% |