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 9-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 | $47,479 | $166,020-71.4% | $164,866-71.2% | $145,959-67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.67% | 100.08%-90.4pp | 69.97%-60.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,026 | $5,275-80.5% | $4,343-76.4% | $4,661-78.0% |
| Participant deferral / active EE | $4,136 | $6,961-40.6% | $6,033-31.4% | $6,689-38.2% |
| Admin fee / account holder | $2,462 | $16,644-85.2% | $12,689-80.6% | $13,398-81.6% |