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 | $8,009 | $76,407-89.5% | $150,298-94.7% | $82,448-90.3% |
| Participation rate | 84.9% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 25.03% | 39.99%-15.0pp | 62.79%-37.8pp | 41.64%-16.6pp |
| Employer contribution / active EE | $22 | $2,614-99.2% | $4,154-99.5% | $2,551-99.2% |
| Participant deferral / active EE | $4,226 | $3,214+31.5% | $5,453-22.5% | $4,139+2.1% |
| Admin fee / account holder | $729 | $6,352-88.5% | $14,116-94.8% | $7,234-89.9% |