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 7-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 | $182,462 | $175,202+4.1% | $149,673+21.9% | $139,434+30.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.01% | 166.71%-130.7pp | 134.42%-98.4pp | 372.94%-336.9pp |
| Employer contribution / active EE | $387 | $5,474-92.9% | $4,818-92.0% | $4,751-91.8% |
| Participant deferral / active EE | $3,412 | $6,519-47.7% | $5,680-39.9% | $6,710-49.2% |
| Admin fee / account holder | $2,493 | $16,150-84.6% | $13,210-81.1% | $11,403-78.1% |