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 | $67,525 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.44% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $718 | $4,810-85.1% | $4,305-83.3% | $4,299-83.3% |
| Participant deferral / active EE | $3,829 | $6,272-39.0% | $5,540-30.9% | $6,507-41.2% |
| Admin fee / account holder | $42,036 | $16,786+150.4% | $14,329+193.4% | $12,624+233.0% |