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 | $43,754 | $115,882-62.2% | $100,516-56.5% | $158,922-72.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+9.0pp |
| Annual return | 61.30% | 34.79%+26.5pp | 30.89%+30.4pp | 302.83%-241.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,249 | $6,674+98.5% | $6,270+111.3% | $5,982+121.5% |
| Admin fee / account holder | $1,480 | $10,995-86.5% | $8,081-81.7% | $11,246-86.8% |