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 | $202,849 | $209,411-3.1% | $178,490+13.6% | $158,922+27.6% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 17.20% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,046 | $5,706-81.7% | $5,011-79.1% | $4,761-78.0% |
| Participant deferral / active EE | $5,375 | $5,954-9.7% | $5,202+3.3% | $5,982-10.1% |
| Admin fee / account holder | $4,200 | $17,074-75.4% | $13,984-70.0% | $11,246-62.7% |