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 | $3,161 | $51,638-93.9% | $68,368-95.4% | $82,448-96.2% |
| Participation rate | 95.7% | 63.6%+32.0pp | 73.8%+21.9pp | 68.1%+27.6pp |
| Annual return | 27.08% | 37.53%-10.5pp | 292.57%-265.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,046 | $2,914-64.1% | $4,123-74.6% | $4,139-74.7% |
| Admin fee / account holder | $701 | $4,643-84.9% | $5,150-86.4% | $7,234-90.3% |