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 6-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 | $42,457 | $169,032-74.9% | $129,207-67.1% | $145,922-70.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.21% | 14330.11%-14311.9pp | 9417.33%-9399.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $169 | $5,537-97.0% | $4,153-95.9% | $4,660-96.4% |
| Participant deferral / active EE | $13,657 | $4,987+173.8% | $4,168+227.7% | $6,688+104.2% |
| Admin fee / account holder | $348 | $9,954-96.5% | $7,715-95.5% | $13,397-97.4% |