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 7-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 | $18,166 | $202,432-91.0% | $169,368-89.3% | $139,434-87.0% |
| Participation rate | 76.5% | 81.1%-4.6pp | 77.1%-0.7pp | 80.3%-3.8pp |
| Annual return | 67.42% | 531.74%-464.3pp | 405.60%-338.2pp | 372.94%-305.5pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,758 | $6,938-2.6% | $6,221+8.6% | $6,710+0.7% |
| Admin fee / account holder | $1,379 | $10,708-87.1% | $9,003-84.7% | $11,403-87.9% |