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 | $12,907 | $172,111-92.5% | $150,298-91.4% | $137,256-90.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 57.50% | 69.37%-11.9pp | 62.79%-5.3pp | 220.34%-162.8pp |
| Employer contribution / active EE | $491 | $4,636-89.4% | $4,154-88.2% | $4,156-88.2% |
| Participant deferral / active EE | $2,321 | $6,166-62.4% | $5,453-57.4% | $6,407-63.8% |
| Admin fee / account holder | $308 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |