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 | $23,669 | $100,773-76.5% | $88,946-73.4% | $142,382-83.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.97% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $91 | $2,918-96.9% | $2,555-96.5% | $4,299-97.9% |
| Participant deferral / active EE | $10,905 | $5,230+108.5% | $4,581+138.0% | $6,507+67.6% |
| Admin fee / account holder | $2,993 | $9,693-69.1% | $8,261-63.8% | $12,624-76.3% |