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 | $10,125 | $57,281-82.3% | $86,612-88.3% | $75,163-86.5% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 18.78% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,857 | $3,318-13.9% | $4,438-35.6% | $4,125-30.7% |
| Admin fee / account holder | $627 | $4,112-84.8% | $5,614-88.8% | $5,651-88.9% |