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 | $62,303 | $148,978-58.2% | $200,582-68.9% | $84,808-26.5% |
| Participation rate | 82.6% | 84.2%-1.7pp | 86.9%-4.3pp | 68.3%+14.2pp |
| Annual return | 24.54% | 28.16%-3.6pp | 42.33%-17.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,326 | $4,815-72.5% | $6,419-79.3% | $2,631-49.6% |
| Participant deferral / active EE | $11,364 | $7,142+59.1% | $9,331+21.8% | $4,212+169.8% |
| Admin fee / account holder | $2,986 | $13,977-78.6% | $16,305-81.7% | $7,344-59.3% |