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 | $19,413 | $172,478-88.7% | $145,661-86.7% | $142,382-86.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 15.99% | 151.09%-135.1pp | 101.46%-85.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,285 | $8,348+11.2% | $7,198+29.0% | $6,507+42.7% |
| Admin fee / account holder | $3,604 | $16,864-78.6% | $12,466-71.1% | $12,624-71.4% |