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 | $47,015 | $137,414-65.8% | $189,513-75.2% | $85,850-45.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 87.8%-12.8pp | 69.3%+5.7pp |
| Annual return | 17.80% | 38.14%-20.3pp | 555.15%-537.3pp | 318.53%-300.7pp |
| Employer contribution / active EE | $480 | $4,344-88.9% | $6,162-92.2% | $2,565-81.3% |
| Participant deferral / active EE | $3,541 | $6,260-43.4% | $8,221-56.9% | $3,952-10.4% |
| Admin fee / account holder | $2,797 | $8,630-67.6% | $12,045-76.8% | $6,260-55.3% |