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 | $44,743 | $201,272-77.8% | $184,203-75.7% | $145,922-69.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.59% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $577 | $7,022-91.8% | $6,427-91.0% | $4,660-87.6% |
| Participant deferral / active EE | $5,994 | $9,806-38.9% | $9,131-34.4% | $6,688-10.4% |
| Admin fee / account holder | $329 | $16,364-98.0% | $13,901-97.6% | $13,397-97.5% |