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 8-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 | $39,843 | $183,592-78.3% | $155,567-74.4% | $145,959-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.40% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,023 | $5,315-80.8% | $4,674-78.1% | $4,661-78.1% |
| Participant deferral / active EE | $1,957 | $6,464-69.7% | $5,628-65.2% | $6,689-70.7% |
| Admin fee / account holder | $2,618 | $19,318-86.4% | $15,916-83.6% | $13,398-80.5% |