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 6-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 | $30,664 | $73,515-58.3% | $62,995-51.3% | $147,584-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.23% | 175.43%-163.2pp | 87.57%-75.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $85 | $3,320-97.4% | $2,759-96.9% | $4,876-98.3% |
| Participant deferral / active EE | $4,520 | $4,185+8.0% | $3,329+35.8% | $5,439-16.9% |
| Admin fee / account holder | $1,634 | $5,953-72.5% | $3,600-54.6% | $10,885-85.0% |