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 | $124,219 | $125,758-1.2% | $169,993-26.9% | $75,163+65.3% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 39.70% | 27.20%+12.5pp | 53.37%-13.7pp | 160.62%-120.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $17,757 | $6,837+159.7% | $10,408+70.6% | $4,125+330.5% |
| Admin fee / account holder | $6,136 | $8,173-24.9% | $12,815-52.1% | $5,651+8.6% |