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 | $76,129 | $109,982-30.8% | $97,226-21.7% | $145,922-47.8% |
| Participation rate | 95.7% | 75.9%+19.7pp | 72.7%+23.0pp | 80.3%+15.4pp |
| Annual return | 19.95% | 242.90%-223.0pp | 75.13%-55.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,582 | $4,676+40.8% | $4,264+54.4% | $6,688-1.6% |
| Admin fee / account holder | $678 | $6,221-89.1% | $5,654-88.0% | $13,397-94.9% |