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 6-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 | $36,807 | $176,056-79.1% | $159,436-76.9% | $167,490-78.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.83% | 331.75%-307.9pp | 263.57%-239.7pp | 478.56%-454.7pp |
| Employer contribution / active EE | $627 | $5,297-88.2% | $4,829-87.0% | $4,837-87.0% |
| Participant deferral / active EE | $8,332 | $7,750+7.5% | $7,352+13.3% | $6,341+31.4% |
| Admin fee / account holder | $436 | $12,554-96.5% | $10,799-96.0% | $12,309-96.5% |