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 | $77,546 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.81% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $200 | $6,841-97.1% | $6,419-96.9% | $4,299-95.3% |
| Participant deferral / active EE | $8,167 | $9,865-17.2% | $9,331-12.5% | $6,507+25.5% |
| Admin fee / account holder | $581 | $17,692-96.7% | $16,305-96.4% | $12,624-95.4% |