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 | $6,597 | $101,618-93.5% | $93,063-92.9% | $137,256-95.2% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 16.29% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,773 | $4,279-58.6% | $3,958-55.2% | $6,407-72.3% |
| Admin fee / account holder | $4,068 | $6,198-34.4% | $6,033-32.6% | $12,270-66.8% |