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 | $71,136 | $180,749-60.6% | $160,784-55.8% | $137,256-48.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.12% | 2234.46%-2219.3pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $387 | $4,155-90.7% | $3,733-89.6% | $4,156-90.7% |
| Participant deferral / active EE | $6,907 | $6,844+0.9% | $6,293+9.8% | $6,407+7.8% |
| Admin fee / account holder | $1,239 | $10,397-88.1% | $9,717-87.3% | $12,270-89.9% |