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 | $85,489 | $148,534-42.4% | $135,903-37.1% | $139,434-38.7% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 21.47% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $15,706 | $8,100+93.9% | $7,758+102.5% | $6,710+134.1% |
| Admin fee / account holder | $2,271 | $12,400-81.7% | $10,762-78.9% | $11,403-80.1% |