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 | $26,832 | $111,724-76.0% | $93,606-71.3% | $145,922-81.6% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 16.21% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $22 | $3,090-99.3% | $2,420-99.1% | $4,660-99.5% |
| Participant deferral / active EE | $8,554 | $4,912+74.1% | $4,411+93.9% | $6,688+27.9% |
| Admin fee / account holder | $3,694 | $10,250-64.0% | $8,285-55.4% | $13,397-72.4% |