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 | $75,666 | $100,923-25.0% | $150,045-49.6% | $74,304+1.8% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.3%-8.6pp | 60.3%+13.3pp |
| Annual return | 20.89% | 51.77%-30.9pp | 62.55%-41.7pp | 29.43%-8.5pp |
| Employer contribution / active EE | $4 | $3,463-99.9% | $4,693-99.9% | $2,241-99.8% |
| Participant deferral / active EE | $9,372 | $6,709+39.7% | $7,997+17.2% | $3,767+148.8% |
| Admin fee / account holder | $7,436 | $2,767+168.7% | $13,435-44.7% | $2,969+150.5% |