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 | $8,442 | $57,590-85.3% | $86,233-90.2% | $82,448-89.8% |
| Participation rate | 81.4% | 57.9%+23.5pp | 69.0%+12.4pp | 68.1%+13.3pp |
| Annual return | 28.06% | 22.41%+5.6pp | 61.39%-33.3pp | 41.64%-13.6pp |
| Employer contribution / active EE | $123 | $1,655-92.6% | $2,504-95.1% | $2,551-95.2% |
| Participant deferral / active EE | $2,888 | $3,080-6.2% | $4,559-36.6% | $4,139-30.2% |
| Admin fee / account holder | $454 | $4,730-90.4% | $8,342-94.6% | $7,234-93.7% |