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 6-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 | $173,078 | $98,463+75.8% | $119,258+45.1% | $85,850+101.6% |
| Participation rate | 91.5% | 77.6%+13.9pp | 82.7%+8.8pp | 69.3%+22.2pp |
| Annual return | 19.58% | 38.53%-18.9pp | 30.69%-11.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $472 | $3,698-87.2% | $4,384-89.2% | $2,565-81.6% |
| Participant deferral / active EE | $16,751 | $4,942+238.9% | $6,111+174.1% | $3,952+323.9% |
| Admin fee / account holder | $7,519 | $7,493+0.3% | $7,226+4.1% | $6,260+20.1% |