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 | $129,352 | $159,901-19.1% | $146,958-12.0% | $145,922-11.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 20.57% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $993 | $5,286-81.2% | $4,933-79.9% | $4,660-78.7% |
| Participant deferral / active EE | $3,580 | $8,428-57.5% | $8,070-55.6% | $6,688-46.5% |
| Admin fee / account holder | $3,280 | $15,044-78.2% | $12,998-74.8% | $13,397-75.5% |