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 | $113,107 | $157,256-28.1% | $141,162-19.9% | $152,861-26.0% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.4%-11.9pp |
| Annual return | 16.70% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,789 | $7,109-18.6% | $6,709-13.7% | $5,850-1.0% |
| Admin fee / account holder | $19,717 | $12,120+62.7% | $10,261+92.2% | $11,596+70.0% |