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 | $95,539 | $96,965-1.5% | $97,995-2.5% | $147,584-35.3% |
| Participation rate | 90.0% | 83.6%+6.4pp | 82.4%+7.6pp | 82.8%+7.2pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $969 | $4,536-78.6% | $4,158-76.7% | $4,876-80.1% |
| Participant deferral / active EE | $11,508 | $5,081+126.5% | $5,097+125.8% | $5,439+111.6% |
| Admin fee / account holder | $1,086 | $8,120-86.6% | $5,943-81.7% | $10,885-90.0% |