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 | $31,884 | $98,750-67.7% | $149,696-78.7% | $79,858-60.1% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 59.18% | 27.43%+31.8pp | 276.60%-217.4pp | 31.71%+27.5pp |
| Employer contribution / active EE | $85 | $3,216-97.4% | $4,644-98.2% | $2,471-96.6% |
| Participant deferral / active EE | $3,373 | $5,680-40.6% | $6,842-50.7% | $3,740-9.8% |
| Admin fee / account holder | $2,707 | $6,053-55.3% | $9,309-70.9% | $5,306-49.0% |