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 | $53,693 | $202,318-73.5% | $172,739-68.9% | $152,861-64.9% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,001 | $5,856-82.9% | $5,143-80.5% | $4,762-79.0% |
| Participant deferral / active EE | $2,409 | $5,948-59.5% | $5,198-53.6% | $5,850-58.8% |
| Admin fee / account holder | $8,103 | $17,109-52.6% | $13,954-41.9% | $11,596-30.1% |