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 5-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 | $63,233 | $185,822-66.0% | $169,993-62.8% | $139,434-54.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.45% | 60.50%-38.0pp | 53.37%-30.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,407 | $7,590-81.5% | $6,785-79.3% | $4,751-70.4% |
| Participant deferral / active EE | $3,668 | $11,622-68.4% | $10,408-64.8% | $6,710-45.3% |
| Admin fee / account holder | $1,828 | $15,381-88.1% | $12,815-85.7% | $11,403-84.0% |