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 | $235,019 | $165,984+41.6% | $164,813+42.6% | $145,922+61.1% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 9.29% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,860 | $6,959-58.9% | $6,031-52.6% | $6,688-57.2% |
| Admin fee / account holder | $4,053 | $16,648-75.7% | $12,690-68.1% | $13,397-69.7% |