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 | $44,089 | $175,202-74.8% | $149,673-70.5% | $139,434-68.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.77% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $86 | $5,474-98.4% | $4,818-98.2% | $4,751-98.2% |
| Participant deferral / active EE | $2,467 | $6,519-62.2% | $5,680-56.6% | $6,710-63.2% |
| Admin fee / account holder | $37,852 | $16,150+134.4% | $13,210+186.5% | $11,403+232.0% |