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 | $198,729 | $102,317+94.2% | $146,958+35.2% | $80,856+145.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.82% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $9 | $3,713-99.8% | $4,933-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $7,577 | $6,644+14.0% | $8,070-6.1% | $4,296+76.4% |
| Admin fee / account holder | $17,624 | $7,941+121.9% | $12,998+35.6% | $6,918+154.8% |