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 9-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 | $96,171 | $106,515-9.7% | $96,683-0.5% | $139,434-31.0% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 12.56% | 38.43%-25.9pp | 35.69%-23.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $395 | $4,103-90.4% | $3,737-89.4% | $4,751-91.7% |
| Participant deferral / active EE | $1,657 | $5,454-69.6% | $4,878-66.0% | $6,710-75.3% |
| Admin fee / account holder | $952 | $7,877-87.9% | $6,730-85.9% | $11,403-91.7% |