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 | $146,267-57.4% | $197,124-68.4% | $82,448-24.4% |
| Participation rate | 82.6% | 84.0%-1.5pp | 86.7%-4.2pp | 68.1%+14.5pp |
| Annual return | 24.54% | 29.61%-5.1pp | 44.34%-19.8pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,326 | $4,723-71.9% | $6,227-78.7% | $2,551-48.0% |
| Participant deferral / active EE | $11,364 | $7,035+61.5% | $9,135+24.4% | $4,139+174.5% |
| Admin fee / account holder | $2,986 | $14,422-79.3% | $16,298-81.7% | $7,234-58.7% |