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 7-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 | $75,801 | $109,982-31.1% | $97,226-22.0% | $145,922-48.1% |
| Participation rate | 95.8% | 75.9%+19.9pp | 72.7%+23.1pp | 80.3%+15.6pp |
| Annual return | 21.33% | 242.90%-221.6pp | 75.13%-53.8pp | 561.29%-540.0pp |
| Employer contribution / active EE | $51 | $3,084-98.3% | $2,729-98.1% | $4,660-98.9% |
| Participant deferral / active EE | $4,472 | $4,676-4.4% | $4,264+4.9% | $6,688-33.1% |
| Admin fee / account holder | $6,535 | $6,221+5.1% | $5,654+15.6% | $13,397-51.2% |