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 7-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 | $20,194 | $59,107-65.8% | $86,436-76.6% | $68,494-70.5% |
| Participation rate | 92.6% | 75.2%+17.3pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | 171.92% | -0.23%+172.1pp | 4394.89%-4223.0pp | -7.84%+179.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,689 | $5,901+64.2% | $6,952+39.4% | $4,027+140.6% |
| Admin fee / account holder | $675 | $5,637-88.0% | $6,731-90.0% | $5,403-87.5% |