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 | $41,095 | $77,145-46.7% | $108,410-62.1% | $85,850-52.1% |
| Participation rate | 90.2% | 74.7%+15.6pp | 80.1%+10.1pp | 69.3%+20.9pp |
| Annual return | 129.65% | 44.54%+85.1pp | 905.27%-775.6pp | 318.53%-188.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,052 | $5,566+116.5% | $6,563+83.6% | $3,952+205.0% |
| Admin fee / account holder | $8,008 | $5,172+54.8% | $7,295+9.8% | $6,260+27.9% |