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 | $28,405 | $140,940-79.8% | $112,229-74.7% | $139,434-79.6% |
| Participation rate | 72.7% | 79.2%-6.5pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 16.96% | 32.71%-15.7pp | 30.20%-13.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,963 | $5,874-66.6% | $4,798-59.1% | $6,710-70.7% |
| Admin fee / account holder | $373 | $9,954-96.3% | $7,748-95.2% | $11,403-96.7% |