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 7-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 | $191,378 | $176,056+8.7% | $159,436+20.0% | $167,490+14.3% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 18.30% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,233 | $7,750+44.9% | $7,352+52.8% | $6,341+77.1% |
| Admin fee / account holder | $418 | $12,554-96.7% | $10,799-96.1% | $12,309-96.6% |