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 | $66,217 | $107,334-38.3% | $92,893-28.7% | $152,861-56.7% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 16.20% | 145.58%-129.4pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $139 | $4,221-96.7% | $3,653-96.2% | $4,762-97.1% |
| Participant deferral / active EE | $3,138 | $4,845-35.2% | $4,236-25.9% | $5,850-46.4% |
| Admin fee / account holder | $14,082 | $7,079+98.9% | $5,794+143.0% | $11,596+21.4% |