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 4-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 | $19,399 | $49,922-61.1% | $80,569-75.9% | $75,163-74.2% |
| Participation rate | 88.9% | 55.3%+33.6pp | 67.0%+21.9pp | 67.2%+21.7pp |
| Annual return | 103.44% | 34.69%+68.8pp | 935.43%-832.0pp | 160.62%-57.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,410 | $2,990+214.7% | $4,447+111.6% | $4,125+128.1% |
| Admin fee / account holder | $1,199 | $3,577-66.5% | $5,377-77.7% | $5,651-78.8% |