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 | $146,905 | $144,119+1.9% | $117,854+24.6% | $147,584-0.5% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 18.13% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $845 | $4,896-82.7% | $3,786-77.7% | $4,876-82.7% |
| Participant deferral / active EE | $2,449 | $5,316-53.9% | $4,482-45.4% | $5,439-55.0% |
| Admin fee / account holder | $3,253 | $10,886-70.1% | $8,020-59.4% | $10,885-70.1% |