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 | $30,851 | $76,000-59.4% | $154,107-80.0% | $64,186-51.9% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -3.76% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $85 | $3,351-97.5% | $5,298-98.4% | $2,381-96.5% |
| Participant deferral / active EE | $1,403 | $3,175-55.8% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $1,013 | $5,596-81.9% | $13,411-92.4% | $4,888-79.3% |