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 | $14,189 | $108,919-87.0% | $100,391-85.9% | $145,922-90.3% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 13.83% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6 | $4,419-99.9% | $3,942-99.8% | $4,660-99.9% |
| Participant deferral / active EE | $5,301 | $8,445-37.2% | $8,082-34.4% | $6,688-20.7% |
| Admin fee / account holder | $1,837 | $9,689-81.0% | $7,899-76.7% | $13,397-86.3% |