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 | $75,088 | $185,822-59.6% | $169,993-55.8% | $139,434-46.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 159.23% | 60.50%+98.7pp | 53.37%+105.9pp | 372.94%-213.7pp |
| Employer contribution / active EE | $1,435 | $7,590-81.1% | $6,785-78.9% | $4,751-69.8% |
| Participant deferral / active EE | $9,000 | $11,622-22.6% | $10,408-13.5% | $6,710+34.1% |
| Admin fee / account holder | $1,524 | $15,381-90.1% | $12,815-88.1% | $11,403-86.6% |