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 | $30,811 | $102,317-69.9% | $146,958-79.0% | $80,856-61.9% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 16.68% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $228 | $3,713-93.9% | $4,933-95.4% | $2,755-91.7% |
| Participant deferral / active EE | $9,584 | $6,644+44.2% | $8,070+18.8% | $4,296+123.1% |
| Admin fee / account holder | $6,207 | $7,941-21.8% | $12,998-52.2% | $6,918-10.3% |