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 | $48,030 | $70,756-32.1% | $65,493-26.7% | $142,382-66.3% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 13.00% | 1754.89%-1741.9pp | 982.45%-969.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $55 | $2,881-98.1% | $2,574-97.9% | $4,299-98.7% |
| Participant deferral / active EE | $3,957 | $4,637-14.7% | $3,961-0.1% | $6,507-39.2% |
| Admin fee / account holder | $6,080 | $6,559-7.3% | $5,028+20.9% | $12,624-51.8% |