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 | $94,837 | $214,378-55.8% | $200,582-52.7% | $142,382-33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.47% | 46.41%-27.9pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,223 | $6,841-82.1% | $6,419-80.9% | $4,299-71.6% |
| Participant deferral / active EE | $15,000 | $9,865+52.1% | $9,331+60.8% | $6,507+130.5% |
| Admin fee / account holder | $486 | $17,692-97.3% | $16,305-97.0% | $12,624-96.2% |