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 | $37,977 | $150,187-74.7% | $120,354-68.4% | $145,922-74.0% |
| Participation rate | 70.6% | 78.8%-8.2pp | 71.9%-1.3pp | 80.3%-9.7pp |
| Annual return | 17.44% | 154.07%-136.6pp | 107.15%-89.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $595 | $4,348-86.3% | $3,463-82.8% | $4,660-87.2% |
| Participant deferral / active EE | $2,603 | $6,173-57.8% | $4,991-47.8% | $6,688-61.1% |
| Admin fee / account holder | $885 | $12,207-92.7% | $9,423-90.6% | $13,397-93.4% |