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 | $19,072 | $183,519-89.6% | $155,509-87.7% | $145,922-86.9% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 12.09% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,850 | $6,462-40.4% | $5,626-31.6% | $6,688-42.4% |
| Admin fee / account holder | $1,448 | $19,313-92.5% | $15,912-90.9% | $13,397-89.2% |