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 8-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 | $153,798 | $78,705+95.4% | $117,854+30.5% | $70,131+119.3% |
| Participation rate | 80.6% | 73.2%+7.4pp | 79.7%+0.9pp | 69.5%+11.1pp |
| Annual return | 21.99% | 23.30%-1.3pp | 335.08%-313.1pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,129 | $3,297+146.5% | $4,482+81.4% | $3,332+144.0% |
| Admin fee / account holder | $4,956 | $5,065-2.2% | $8,020-38.2% | $4,645+6.7% |