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 | $34,895 | $138,044-74.7% | $125,339-72.2% | $134,475-74.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.80% | 750.33%-762.1pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $895 | $5,243-82.9% | $4,814-81.4% | $4,740-81.1% |
| Participant deferral / active EE | $4,113 | $7,799-47.3% | $7,446-44.8% | $6,400-35.7% |
| Admin fee / account holder | $593 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |