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 | $73,666 | $209,336-64.8% | $197,124-62.6% | $137,256-46.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 17.44% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,034 | $6,591-84.3% | $6,227-83.4% | $4,156-75.1% |
| Participant deferral / active EE | $11,808 | $9,614+22.8% | $9,135+29.3% | $6,407+84.3% |
| Admin fee / account holder | $480 | $17,308-97.2% | $16,298-97.1% | $12,270-96.1% |