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 | $148,119 | $105,181+40.8% | $159,436-7.1% | $85,850+72.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.85% | 45.07%-17.2pp | 263.57%-235.7pp | 318.53%-290.7pp |
| Employer contribution / active EE | $12 | $3,318-99.6% | $4,829-99.8% | $2,565-99.5% |
| Participant deferral / active EE | $7,053 | $5,945+18.6% | $7,352-4.1% | $3,952+78.5% |
| Admin fee / account holder | $11,033 | $6,933+59.1% | $10,799+2.2% | $6,260+76.2% |