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 | $13,342 | $49,922-73.3% | $80,569-83.4% | $75,163-82.2% |
| Participation rate | 93.2% | 55.3%+37.9pp | 67.0%+26.2pp | 67.2%+26.0pp |
| Annual return | 26.90% | 34.69%-7.8pp | 935.43%-908.5pp | 160.62%-133.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,988 | $2,990+133.7% | $4,447+57.1% | $4,125+69.4% |
| Admin fee / account holder | $2,408 | $3,577-32.7% | $5,377-55.2% | $5,651-57.4% |