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 8-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 | $11,085 | $85,022-87.0% | $70,515-84.3% | $139,434-92.0% |
| Participation rate | 86.7% | 73.9%+12.8pp | 68.3%+18.3pp | 80.3%+6.3pp |
| Annual return | 28.39% | 30.38%-2.0pp | 32.77%-4.4pp | 372.94%-344.5pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,868 | $5,890+16.6% | $4,567+50.4% | $6,710+2.3% |
| Admin fee / account holder | $1,248 | $8,906-86.0% | $6,412-80.5% | $11,403-89.1% |