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 | $94,812 | $203,436-53.4% | $152,466-37.8% | $167,490-43.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 12.85% | 13.80%-0.9pp | 757.33%-744.5pp | 478.56%-465.7pp |
| Employer contribution / active EE | $692 | $5,220-86.7% | $4,327-84.0% | $4,837-85.7% |
| Participant deferral / active EE | $4,060 | $6,716-39.6% | $5,820-30.3% | $6,341-36.0% |
| Admin fee / account holder | $15,230 | $22,506-32.3% | $15,805-3.6% | $12,309+23.7% |