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 6-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 | $71,284 | $197,591-63.9% | $177,821-59.9% | $158,922-55.1% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 13.88% | 58.76%-44.9pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $710 | $6,697-89.4% | $5,918-88.0% | $4,761-85.1% |
| Participant deferral / active EE | $11,909 | $8,405+41.7% | $7,714+54.4% | $5,982+99.1% |
| Admin fee / account holder | $19,540 | $15,399+26.9% | $12,427+57.2% | $11,246+73.8% |