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 3-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 | $123,097 | $93,571+31.6% | $135,903-9.4% | $75,163+63.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 39403.40% | 30.90%+39372.5pp | 68.23%+39335.2pp | 160.62%+39242.8pp |
| Employer contribution / active EE | $483 | $3,537-86.4% | $4,856-90.1% | $2,670-81.9% |
| Participant deferral / active EE | $3,720 | $6,404-41.9% | $7,758-52.1% | $4,125-9.8% |
| Admin fee / account holder | $909 | $6,975-87.0% | $10,762-91.6% | $5,651-83.9% |