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 4-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 | $17,684 | $159,901-88.9% | $146,958-88.0% | $145,922-87.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.18% | 98.13%-80.9pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $467 | $5,286-91.2% | $4,933-90.5% | $4,660-90.0% |
| Participant deferral / active EE | $6,481 | $8,428-23.1% | $8,070-19.7% | $6,688-3.1% |
| Admin fee / account holder | $13,222 | $15,044-12.1% | $12,998+1.7% | $13,397-1.3% |