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 | $99,957 | $159,602-37.4% | $150,045-33.4% | $142,382-29.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,601 | $8,310+75.7% | $7,997+82.6% | $6,507+124.4% |
| Admin fee / account holder | $422 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |