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 3-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 | $16,214 | $210,648-92.3% | $177,989-90.9% | $145,922-88.9% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 50.66% | 385.86%-335.2pp | 294.48%-243.8pp | 561.29%-510.6pp |
| Employer contribution / active EE | $175 | $4,565-96.2% | $3,949-95.6% | $4,660-96.2% |
| Participant deferral / active EE | $5,959 | $6,958-14.4% | $6,276-5.1% | $6,688-10.9% |
| Admin fee / account holder | $1,970 | $12,013-83.6% | $10,363-81.0% | $13,397-85.3% |