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 | $16,398 | $29,319-44.1% | $52,425-68.7% | $82,448-80.1% |
| Participation rate | 84.8% | 46.9%+38.0pp | 55.6%+29.2pp | 68.1%+16.8pp |
| Annual return | 20.44% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $19 | $586-96.7% | $914-97.9% | $2,551-99.2% |
| Participant deferral / active EE | $3,328 | $1,171+184.2% | $1,790+85.9% | $4,139-19.6% |
| Admin fee / account holder | $1,180 | $1,962-39.9% | $2,495-52.7% | $7,234-83.7% |