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 | $20,812 | $47,479-56.2% | $62,929-66.9% | $82,448-74.8% |
| Participation rate | 89.7% | 66.9%+22.8pp | 73.1%+16.5pp | 68.1%+21.6pp |
| Annual return | 16.16% | 20.34%-4.2pp | 1063.93%-1047.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $46 | $1,885-97.6% | $2,505-98.2% | $2,551-98.2% |
| Participant deferral / active EE | $3,789 | $2,870+32.0% | $3,888-2.5% | $4,139-8.5% |
| Admin fee / account holder | $1,974 | $3,804-48.1% | $5,065-61.0% | $7,234-72.7% |