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 9-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 | $11,664 | $57,990-79.9% | $76,190-84.7% | $80,856-85.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.3%+20.7pp | 67.6%+32.4pp |
| Annual return | 11.52% | 15.89%-4.4pp | 13.78%-2.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $771 | $3,565-78.4% | $4,578-83.2% | $2,755-72.0% |
| Participant deferral / active EE | $986 | $3,814-74.2% | $5,474-82.0% | $4,296-77.1% |
| Admin fee / account holder | $365 | $5,668-93.6% | $5,123-92.9% | $6,918-94.7% |