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 | $26,100 | $159,934-83.7% | $147,005-82.2% | $145,959-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 98.24%-81.5pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $936 | $5,287-82.3% | $4,934-81.0% | $4,661-79.9% |
| Participant deferral / active EE | $2,795 | $8,427-66.8% | $8,070-65.4% | $6,689-58.2% |
| Admin fee / account holder | $31,933 | $15,053+112.1% | $13,006+145.5% | $13,398+138.3% |