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 | $41,131 | $70,756-41.9% | $65,493-37.2% | $142,382-71.1% |
| Participation rate | 93.3% | 77.4%+16.0pp | 73.1%+20.2pp | 80.1%+13.2pp |
| Annual return | 18.06% | 1754.89%-1736.8pp | 982.45%-964.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,732 | $4,637+153.0% | $3,961+196.2% | $6,507+80.3% |
| Admin fee / account holder | $5,459 | $6,559-16.8% | $5,028+8.6% | $12,624-56.8% |