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 | $51,143 | $165,984-69.2% | $164,813-69.0% | $145,922-65.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.95% | 100.03%-77.1pp | 69.93%-47.0pp | 561.29%-538.3pp |
| Employer contribution / active EE | $1,073 | $5,273-79.7% | $4,341-75.3% | $4,660-77.0% |
| Participant deferral / active EE | $6,833 | $6,959-1.8% | $6,031+13.3% | $6,688+2.2% |
| Admin fee / account holder | $404 | $16,648-97.6% | $12,690-96.8% | $13,397-97.0% |