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 | $10,929 | $58,234-81.2% | $81,783-86.6% | $80,874-86.5% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.4%+24.7pp | 67.6%+29.4pp |
| Annual return | 15.73% | 41.70%-26.0pp | 775.05%-759.3pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,758 | $3,283+75.4% | $4,320+33.3% | $4,297+34.0% |
| Admin fee / account holder | $1,027 | $4,982-79.4% | $7,380-86.1% | $6,935-85.2% |