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 5-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 | $71,651 | $214,378-66.6% | $200,582-64.3% | $142,382-49.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.66% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $955 | $6,841-86.0% | $6,419-85.1% | $4,299-77.8% |
| Participant deferral / active EE | $13,188 | $9,865+33.7% | $9,331+41.3% | $6,507+102.7% |
| Admin fee / account holder | $371 | $17,692-97.9% | $16,305-97.7% | $12,624-97.1% |