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 | $70,536 | $127,386-44.6% | $115,037-38.7% | $125,391-43.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.76% | 31.28%-29.5pp | 26.14%-24.4pp | 282.22%-280.5pp |
| Employer contribution / active EE | $722 | $5,166-86.0% | $4,608-84.3% | $4,866-85.2% |
| Participant deferral / active EE | $6,709 | $6,423+4.4% | $6,026+11.3% | $5,352+25.4% |
| Admin fee / account holder | $43,723 | $9,516+359.5% | $8,175+434.8% | $9,540+358.3% |