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 | $69,814 | $105,181-33.6% | $159,436-56.2% | $85,850-18.7% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.8%+6.3pp | 69.3%+19.8pp |
| Annual return | 39.66% | 45.07%-5.4pp | 263.57%-223.9pp | 318.53%-278.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,817 | $5,945+82.0% | $7,352+47.1% | $3,952+173.7% |
| Admin fee / account holder | $19,844 | $6,933+186.2% | $10,799+83.8% | $6,260+217.0% |