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 | $91,031 | $104,907-13.2% | $84,611+7.6% | $152,861-40.4% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 357.94% | 373.79%-15.9pp | 258.74%+99.2pp | 345.32%+12.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $822 | $4,688-82.5% | $3,899-78.9% | $5,850-85.9% |
| Admin fee / account holder | $58,160 | $6,241+831.9% | $4,912+1084.0% | $11,596+401.5% |