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 | $80,717-90.1% | $154,803-94.8% | $84,808-90.6% |
| Participation rate | 84.9% | 66.8%+18.1pp | 78.1%+6.8pp | 68.3%+16.6pp |
| Annual return | 25.03% | 37.96%-12.9pp | 58.88%-33.9pp | 40.90%-15.9pp |
| Employer contribution / active EE | $22 | $2,761-99.2% | $4,305-99.5% | $2,631-99.2% |
| Participant deferral / active EE | $4,226 | $3,303+27.9% | $5,540-23.7% | $4,212+0.3% |
| Admin fee / account holder | $729 | $6,746-89.2% | $14,329-94.9% | $7,344-90.1% |