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 | $57,272 | $127,065-54.9% | $113,168-49.4% | $142,382-59.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.68% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $322 | $3,442-90.6% | $2,975-89.2% | $4,299-92.5% |
| Participant deferral / active EE | $8,500 | $5,716+48.7% | $5,107+66.4% | $6,507+30.6% |
| Admin fee / account holder | $316 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |