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 | $182,835 | $176,056+3.8% | $159,436+14.7% | $167,490+9.2% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 17.66% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $860 | $5,297-83.8% | $4,829-82.2% | $4,837-82.2% |
| Participant deferral / active EE | $10,322 | $7,750+33.2% | $7,352+40.4% | $6,341+62.8% |
| Admin fee / account holder | $19,289 | $12,554+53.6% | $10,799+78.6% | $12,309+56.7% |