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 | $11,404 | $84,696-86.5% | $75,696-84.9% | $167,490-93.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 128.86% | 199.36%-70.5pp | 104.53%+24.3pp | 478.56%-349.7pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,615 | $4,580+88.1% | $3,821+125.5% | $6,341+35.9% |
| Admin fee / account holder | $4,016 | $5,355-25.0% | $3,619+11.0% | $12,309-67.4% |