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 7-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 | $76,531 | $99,957-23.4% | $149,696-48.9% | $73,488+4.1% |
| Participation rate | 90.4% | 75.7%+14.6pp | 82.5%+7.9pp | 70.7%+19.7pp |
| Annual return | 19.72% | 53.87%-34.2pp | 276.60%-256.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $509 | $3,191-84.1% | $4,644-89.0% | $2,270-77.6% |
| Participant deferral / active EE | $7,888 | $6,073+29.9% | $6,842+15.3% | $3,740+110.9% |
| Admin fee / account holder | $685 | $551+24.5% | $9,309-92.6% | $513+33.6% |