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 9-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 | $75,412 | $202,318-62.7% | $172,739-56.3% | $152,861-50.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.59% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $352 | $5,856-94.0% | $5,143-93.2% | $4,762-92.6% |
| Participant deferral / active EE | $3,793 | $5,948-36.2% | $5,198-27.0% | $5,850-35.2% |
| Admin fee / account holder | $2,047 | $17,109-88.0% | $13,954-85.3% | $11,596-82.4% |