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 | $32,767 | $102,317-68.0% | $146,958-77.7% | $80,856-59.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 78.84% | 134.76%-55.9pp | 418.34%-339.5pp | 35.59%+43.2pp |
| Employer contribution / active EE | $8 | $3,713-99.8% | $4,933-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $13,221 | $6,644+99.0% | $8,070+63.8% | $4,296+207.8% |
| Admin fee / account holder | $950 | $7,941-88.0% | $12,998-92.7% | $6,918-86.3% |