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 | $133,826 | $137,414-2.6% | $189,513-29.4% | $85,850+55.9% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 43.91% | 38.14%+5.8pp | 555.15%-511.2pp | 318.53%-274.6pp |
| Employer contribution / active EE | $993 | $4,344-77.2% | $6,162-83.9% | $2,565-61.3% |
| Participant deferral / active EE | $6,050 | $6,260-3.4% | $8,221-26.4% | $3,952+53.1% |
| Admin fee / account holder | $1,927 | $8,630-77.7% | $12,045-84.0% | $6,260-69.2% |