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 4-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 | $15,585 | $154,228-89.9% | $145,433-89.3% | $137,256-88.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 23.21% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $9 | $4,804-99.8% | $4,554-99.8% | $4,156-99.8% |
| Participant deferral / active EE | $8,005 | $8,216-2.6% | $7,897+1.4% | $6,407+25.0% |
| Admin fee / account holder | $734 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |