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 | $89,639 | $209,411-57.2% | $178,490-49.8% | $158,922-43.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.81% | 188.75%-149.9pp | 151.07%-112.3pp | 302.83%-264.0pp |
| Employer contribution / active EE | $406 | $5,706-92.9% | $5,011-91.9% | $4,761-91.5% |
| Participant deferral / active EE | $13,537 | $5,954+127.4% | $5,202+160.2% | $5,982+126.3% |
| Admin fee / account holder | $308 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |