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 | $56,495 | $78,520-28.1% | $96,576-41.5% | $82,448-31.5% |
| Participation rate | 85.7% | 77.7%+8.0pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 358.18% | 41.30%+316.9pp | 38.47%+319.7pp | 41.64%+316.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,843 | $6,754+75.3% | $7,956+48.8% | $4,139+186.1% |
| Admin fee / account holder | $1,091 | $13,455-91.9% | $11,381-90.4% | $7,234-84.9% |