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 | $20,360 | $105,126-80.6% | $94,646-78.5% | $139,434-85.4% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 84.02% | 38.03%+46.0pp | 156.71%-72.7pp | 372.94%-288.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $16,031 | $7,599+110.9% | $7,418+116.1% | $6,710+138.9% |
| Admin fee / account holder | $525 | $8,984-94.2% | $7,231-92.7% | $11,403-95.4% |