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 9-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 | $35,512 | $68,097-47.9% | $62,929-43.6% | $137,256-74.1% |
| Participation rate | 94.7% | 77.4%+17.3pp | 73.1%+21.6pp | 80.0%+14.8pp |
| Annual return | 13.40% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,110 | $4,553-31.7% | $3,888-20.0% | $6,407-51.5% |
| Admin fee / account holder | $53,885 | $6,521+726.3% | $5,065+964.0% | $12,270+339.2% |