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 | $22,810 | $84,696-73.1% | $75,696-69.9% | $167,490-86.4% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.8%+1.6pp | 82.1%-5.6pp |
| Annual return | 16.43% | 199.36%-182.9pp | 104.53%-88.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,414 | $4,580-25.5% | $3,821-10.7% | $6,341-46.2% |
| Admin fee / account holder | $1,622 | $5,355-69.7% | $3,619-55.2% | $12,309-86.8% |