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 | $37,142 | $86,286-57.0% | $111,297-66.6% | $85,850-56.7% |
| Participation rate | 97.7% | 73.3%+24.4pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 37.95% | 19.99%+18.0pp | 54.65%-16.7pp | 318.53%-280.6pp |
| Employer contribution / active EE | $132 | $2,043-93.6% | $2,731-95.2% | $2,565-94.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $469 | $8,188-94.3% | $7,964-94.1% | $6,260-92.5% |