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 | $66,082 | $96,305-31.4% | $80,569-18.0% | $139,434-52.6% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 15.71% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,368 | $5,232+21.7% | $4,447+43.2% | $6,710-5.1% |
| Admin fee / account holder | $10,195 | $6,599+54.5% | $5,377+89.6% | $11,403-10.6% |