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 | $13,028 | $65,409-80.1% | $98,442-86.8% | $85,850-84.8% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.6pp | 69.3%+19.6pp |
| Annual return | 16.90% | 21.76%-4.9pp | 1492.73%-1475.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,214 | $3,166-30.1% | $4,276-48.2% | $3,952-44.0% |
| Admin fee / account holder | $352 | $4,593-92.3% | $5,949-94.1% | $6,260-94.4% |