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 3-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 | $148,161 | $154,228-3.9% | $145,433+1.9% | $137,256+7.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.13% | 74.59%-39.5pp | 66.58%-31.4pp | 220.34%-185.2pp |
| Employer contribution / active EE | $176 | $4,804-96.3% | $4,554-96.1% | $4,156-95.8% |
| Participant deferral / active EE | $29,122 | $8,216+254.4% | $7,897+268.8% | $6,407+354.5% |
| Admin fee / account holder | $358 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |