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 | $108,287 | $100,041+8.2% | $149,718-27.7% | $70,131+54.4% |
| Participation rate | 87.7% | 83.6%+4.1pp | 87.1%+0.7pp | 69.5%+18.2pp |
| Annual return | 18.65% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $487 | $3,662-86.7% | $5,445-91.0% | $2,342-79.2% |
| Participant deferral / active EE | $4,901 | $4,983-1.6% | $6,569-25.4% | $3,332+47.1% |
| Admin fee / account holder | $481 | $8,286-94.2% | $11,283-95.7% | $4,645-89.6% |