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 | $165,584-88.3% | $142,942-86.4% | $137,256-85.9% |
| Participation rate | 83.3% | 80.1%+3.3pp | 76.8%+6.5pp | 80.0%+3.4pp |
| Annual return | 15.99% | 164.22%-148.2pp | 113.70%-97.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,285 | $8,194+13.3% | $7,128+30.3% | $6,407+44.9% |
| Admin fee / account holder | $3,604 | $16,167-77.7% | $12,475-71.1% | $12,270-70.6% |