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 3-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 | $27,897 | $179,726-84.5% | $156,263-82.1% | $142,382-80.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.21% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $885 | $5,069-82.5% | $4,333-79.6% | $4,299-79.4% |
| Participant deferral / active EE | $7,963 | $6,956+14.5% | $6,158+29.3% | $6,507+22.4% |
| Admin fee / account holder | $455 | $17,272-97.4% | $14,255-96.8% | $12,624-96.4% |