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 3-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 | $10,005 | $97,750-89.8% | $103,464-90.3% | $145,959-93.1% |
| Participation rate | 76.5% | 81.1%-4.6pp | 80.5%-4.0pp | 80.3%-3.8pp |
| Annual return | 14.68% | 25.43%-10.7pp | 23.91%-9.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $546 | $4,685-88.3% | $4,677-88.3% | $4,661-88.3% |
| Participant deferral / active EE | $2,653 | $6,603-59.8% | $6,624-59.9% | $6,689-60.3% |
| Admin fee / account holder | $1,380 | $12,515-89.0% | $9,410-85.3% | $13,398-89.7% |