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 6-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 | $10,635 | $51,638-79.4% | $68,368-84.4% | $82,448-87.1% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 19.59% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,660 | $2,914-8.7% | $4,123-35.5% | $4,139-35.7% |
| Admin fee / account holder | $824 | $4,643-82.3% | $5,150-84.0% | $7,234-88.6% |