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 | $239,615 | $159,901+49.9% | $146,958+63.0% | $145,922+64.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.08% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $457 | $5,286-91.4% | $4,933-90.7% | $4,660-90.2% |
| Participant deferral / active EE | $3,138 | $8,428-62.8% | $8,070-61.1% | $6,688-53.1% |
| Admin fee / account holder | $30,738 | $15,044+104.3% | $12,998+136.5% | $13,397+129.4% |