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 | $46,861 | $178,174-73.7% | $156,181-70.0% | $137,256-65.9% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 18.56% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $862 | $4,972-82.7% | $4,294-79.9% | $4,156-79.3% |
| Participant deferral / active EE | $7,336 | $6,888+6.5% | $6,132+19.6% | $6,407+14.5% |
| Admin fee / account holder | $1,729 | $17,404-90.1% | $14,586-88.1% | $12,270-85.9% |