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 7-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 | $57,058 | $95,416-40.2% | $185,823-69.3% | $85,850-33.5% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 180.99% | 23.59%+157.4pp | 122.05%+58.9pp | 318.53%-137.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,443 | $3,423+234.2% | $5,568+105.5% | $3,952+189.6% |
| Admin fee / account holder | $1,061 | $7,213-85.3% | $16,237-93.5% | $6,260-83.1% |