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 | $151,945 | $159,901-5.0% | $146,958+3.4% | $145,922+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.15% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.1pp |
| Employer contribution / active EE | $645 | $5,286-87.8% | $4,933-86.9% | $4,660-86.2% |
| Participant deferral / active EE | $6,476 | $8,428-23.2% | $8,070-19.8% | $6,688-3.2% |
| Admin fee / account holder | $1,053 | $15,044-93.0% | $12,998-91.9% | $13,397-92.1% |