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 | $70,669 | $227,553-68.9% | $189,557-62.7% | $167,490-57.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.39% | 78.40%-53.0pp | 64.17%-38.8pp | 478.56%-453.2pp |
| Employer contribution / active EE | $264 | $5,316-95.0% | $4,412-94.0% | $4,837-94.6% |
| Participant deferral / active EE | $9,750 | $7,002+39.2% | $6,174+57.9% | $6,341+53.8% |
| Admin fee / account holder | $509 | $11,878-95.7% | $9,807-94.8% | $12,309-95.9% |