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 | $189,361 | $165,984+14.1% | $164,813+14.9% | $145,922+29.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 13.93% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $746 | $5,273-85.9% | $4,341-82.8% | $4,660-84.0% |
| Participant deferral / active EE | $9,065 | $6,959+30.3% | $6,031+50.3% | $6,688+35.6% |
| Admin fee / account holder | $1,368 | $16,648-91.8% | $12,690-89.2% | $13,397-89.8% |