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 8-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 | $185,650 | $159,602+16.3% | $150,045+23.7% | $142,382+30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | -$78 | $4,961-101.6% | $4,693-101.7% | $4,299-101.8% |
| Participant deferral / active EE | $9,569 | $8,310+15.1% | $7,997+19.7% | $6,507+47.1% |
| Admin fee / account holder | $10,570 | $14,846-28.8% | $13,435-21.3% | $12,624-16.3% |