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 | $16,624 | $49,173-66.2% | $121,098-86.3% | $75,163-77.9% |
| Participation rate | 78.3% | 55.4%+22.9pp | 69.5%+8.8pp | 67.2%+11.1pp |
| Annual return | 14.46% | 55.99%-41.5pp | 985.75%-971.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,934 | $2,628-26.4% | $4,080-52.6% | $4,125-53.1% |
| Admin fee / account holder | $2,115 | $3,942-46.4% | $5,644-62.5% | $5,651-62.6% |