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 | $57,415 | $171,865-66.6% | $149,718-61.7% | $147,584-61.1% |
| Participation rate | 82.4% | 88.2%-5.8pp | 87.1%-4.7pp | 82.8%-0.5pp |
| Annual return | 17.21% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,154 | $6,275-81.6% | $5,445-78.8% | $4,876-76.3% |
| Participant deferral / active EE | $2,625 | $7,271-63.9% | $6,569-60.0% | $5,439-51.7% |
| Admin fee / account holder | $1,795 | $13,799-87.0% | $11,283-84.1% | $10,885-83.5% |