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 | $35,618 | $126,574-71.9% | $106,213-66.5% | $145,922-75.6% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.31% | 224.79%-215.5pp | 116.14%-106.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $664 | $3,730-82.2% | $3,171-79.0% | $4,660-85.7% |
| Participant deferral / active EE | $2,910 | $5,724-49.2% | $5,016-42.0% | $6,688-56.5% |
| Admin fee / account holder | $1,494 | $17,304-91.4% | $11,033-86.5% | $13,397-88.8% |