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 | $53,939 | $100,041-46.1% | $149,718-64.0% | $70,131-23.1% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 17.54% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $852 | $3,662-76.7% | $5,445-84.3% | $2,342-63.6% |
| Participant deferral / active EE | $9,046 | $4,983+81.6% | $6,569+37.7% | $3,332+171.5% |
| Admin fee / account holder | $432 | $8,286-94.8% | $11,283-96.2% | $4,645-90.7% |