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 | $4,299 | $72,071-94.0% | $68,368-93.7% | $137,256-96.9% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.0%-6.0pp |
| Annual return | 19.13% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,154 | $4,410-73.8% | $4,123-72.0% | $6,407-82.0% |
| Admin fee / account holder | $924 | $5,336-82.7% | $5,150-82.1% | $12,270-92.5% |