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 7-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 | $8,317 | $58,208-85.7% | $81,812-89.8% | $80,856-89.7% |
| Participation rate | 78.6% | 63.4%+15.2pp | 72.3%+6.2pp | 67.6%+10.9pp |
| Annual return | 10.82% | 41.66%-30.8pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,788 | $3,281-45.5% | $4,319-58.6% | $4,296-58.4% |
| Admin fee / account holder | $1,088 | $4,981-78.2% | $7,386-85.3% | $6,918-84.3% |