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 | $109,274 | $217,402-49.7% | $185,823-41.2% | $167,490-34.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.95% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $770 | $5,873-86.9% | $5,167-85.1% | $4,837-84.1% |
| Participant deferral / active EE | $3,125 | $6,356-50.8% | $5,568-43.9% | $6,341-50.7% |
| Admin fee / account holder | $32,999 | $19,811+66.6% | $16,237+103.2% | $12,309+168.1% |