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 | $80,345 | $107,334-25.1% | $92,893-13.5% | $152,861-47.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.76% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $655 | $4,221-84.5% | $3,653-82.1% | $4,762-86.2% |
| Participant deferral / active EE | $36,623 | $4,845+655.9% | $4,236+764.5% | $5,850+526.0% |
| Admin fee / account holder | $720 | $7,079-89.8% | $5,794-87.6% | $11,596-93.8% |