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 | $35,952 | $95,266-62.3% | $82,389-56.4% | $142,382-74.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.81% | 25.74%-4.9pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | -$538 | $2,991-118.0% | $2,517-121.4% | $4,299-112.5% |
| Participant deferral / active EE | $2,668 | $4,809-44.5% | $4,155-35.8% | $6,507-59.0% |
| Admin fee / account holder | $6,370 | $8,563-25.6% | $7,231-11.9% | $12,624-49.5% |