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 | $60,022-85.9% | $88,946-90.5% | $84,808-90.0% |
| Participation rate | 81.4% | 57.8%+23.6pp | 68.8%+12.5pp | 68.3%+13.1pp |
| Annual return | 28.06% | 22.43%+5.6pp | 57.82%-29.8pp | 40.90%-12.8pp |
| Employer contribution / active EE | $123 | $1,703-92.8% | $2,555-95.2% | $2,631-95.3% |
| Participant deferral / active EE | $2,888 | $3,114-7.2% | $4,581-37.0% | $4,212-31.4% |
| Admin fee / account holder | $454 | $4,811-90.6% | $8,261-94.5% | $7,344-93.8% |