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 8-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 | $3,100 | $30,400-89.8% | $53,898-94.2% | $84,808-96.3% |
| Participation rate | 93.3% | 46.4%+46.9pp | 55.0%+38.4pp | 68.3%+25.0pp |
| Annual return | 16.12% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,041 | $1,199-13.2% | $1,826-43.0% | $4,212-75.3% |
| Admin fee / account holder | $704 | $1,993-64.7% | $2,491-71.7% | $7,344-90.4% |