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 | $53,293 | $202,318-73.7% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 23.38% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,229 | $5,856-79.0% | $5,143-76.1% | $4,762-74.2% |
| Participant deferral / active EE | $6,220 | $5,948+4.6% | $5,198+19.7% | $5,850+6.3% |
| Admin fee / account holder | $711 | $17,109-95.8% | $13,954-94.9% | $11,596-93.9% |