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 7-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 | $60,517 | $201,272-69.9% | $184,203-67.1% | $145,922-58.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 34.59% | 29.00%+5.6pp | 28.81%+5.8pp | 561.29%-526.7pp |
| Employer contribution / active EE | $1,266 | $7,022-82.0% | $6,427-80.3% | $4,660-72.8% |
| Participant deferral / active EE | $11,154 | $9,806+13.8% | $9,131+22.2% | $6,688+66.8% |
| Admin fee / account holder | $554 | $16,364-96.6% | $13,901-96.0% | $13,397-95.9% |