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 8-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 | $130,057 | $159,901-18.7% | $146,958-11.5% | $145,922-10.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 31.11% | 98.13%-67.0pp | 418.34%-387.2pp | 561.29%-530.2pp |
| Employer contribution / active EE | $920 | $5,286-82.6% | $4,933-81.3% | $4,660-80.3% |
| Participant deferral / active EE | $5,559 | $8,428-34.0% | $8,070-31.1% | $6,688-16.9% |
| Admin fee / account holder | $764 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |