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 5-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 | $6,858 | $100,773-93.2% | $88,946-92.3% | $142,382-95.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 27.06% | 70.18%-43.1pp | 57.82%-30.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $177 | $2,918-93.9% | $2,555-93.1% | $4,299-95.9% |
| Participant deferral / active EE | $4,106 | $5,230-21.5% | $4,581-10.4% | $6,507-36.9% |
| Admin fee / account holder | $1,210 | $9,693-87.5% | $8,261-85.3% | $12,624-90.4% |