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 | $57,668 | $167,484-65.6% | $151,611-62.0% | $134,475-57.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | 58.68% | 7.80%+50.9pp | 3.33%+55.4pp | 417.96%-359.3pp |
| Employer contribution / active EE | $1,109 | $6,829-83.8% | $6,166-82.0% | $4,740-76.6% |
| Participant deferral / active EE | $9,146 | $8,986+1.8% | $8,363+9.4% | $6,400+42.9% |
| Admin fee / account holder | $730 | $13,783-94.7% | $11,616-93.7% | $11,426-93.6% |