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 4-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 | $7,475 | $51,638-85.5% | $68,368-89.1% | $82,448-90.9% |
| Participation rate | 72.5% | 63.6%+8.9pp | 73.8%-1.3pp | 68.1%+4.4pp |
| Annual return | 17.18% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,207 | $2,914-58.6% | $4,123-70.7% | $4,139-70.8% |
| Admin fee / account holder | $381 | $4,643-91.8% | $5,150-92.6% | $7,234-94.7% |