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 | $53,272 | $165,335-67.8% | $149,696-64.4% | $158,922-66.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 15.99% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $438 | $5,103-91.4% | $4,644-90.6% | $4,761-90.8% |
| Participant deferral / active EE | $10,281 | $7,181+43.2% | $6,842+50.3% | $5,982+71.9% |
| Admin fee / account holder | $446 | $10,807-95.9% | $9,309-95.2% | $11,246-96.0% |