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 | $10,678 | $58,208-81.7% | $81,812-86.9% | $80,856-86.8% |
| Participation rate | 93.2% | 63.4%+29.8pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 29.69% | 41.66%-12.0pp | 773.79%-744.1pp | 35.59%-5.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,310 | $3,281-29.6% | $4,319-46.5% | $4,296-46.2% |
| Admin fee / account holder | $754 | $4,981-84.9% | $7,386-89.8% | $6,918-89.1% |