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 5-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 | $70,264 | $201,272-65.1% | $184,203-61.9% | $145,922-51.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.27% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,457 | $7,022-79.2% | $6,427-77.3% | $4,660-68.7% |
| Participant deferral / active EE | $9,200 | $9,806-6.2% | $9,131+0.8% | $6,688+37.6% |
| Admin fee / account holder | $29,136 | $16,364+78.1% | $13,901+109.6% | $13,397+117.5% |