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 | $97,125-92.9% | $86,233-92.0% | $137,256-95.0% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 27.06% | 74.19%-47.1pp | 61.39%-34.3pp | 220.34%-193.3pp |
| Employer contribution / active EE | $177 | $2,841-93.8% | $2,504-92.9% | $4,156-95.7% |
| Participant deferral / active EE | $4,106 | $5,180-20.7% | $4,559-9.9% | $6,407-35.9% |
| Admin fee / account holder | $1,210 | $9,725-87.6% | $8,342-85.5% | $12,270-90.1% |