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 8-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 | $26,000 | $109,817-76.3% | $98,442-73.6% | $167,490-84.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 74.52% | 1956.69%-1882.2pp | 1492.73%-1418.2pp | 478.56%-404.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,421 | $4,673+123.0% | $4,276+143.7% | $6,341+64.3% |
| Admin fee / account holder | $3,277 | $6,753-51.5% | $5,949-44.9% | $12,309-73.4% |