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 6-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 | $74,188 | $166,020-55.3% | $164,866-55.0% | $145,959-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.70% | 100.08%-86.4pp | 69.97%-56.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,015 | $5,275-80.8% | $4,343-76.6% | $4,661-78.2% |
| Participant deferral / active EE | $8,812 | $6,961+26.6% | $6,033+46.1% | $6,689+31.7% |
| Admin fee / account holder | $575 | $16,644-96.5% | $12,689-95.5% | $13,398-95.7% |