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 | $7,667 | $96,635-92.1% | $86,612-91.1% | $139,434-94.5% |
| Participation rate | 70.8% | 74.4%-3.6pp | 71.7%-0.9pp | 80.3%-9.5pp |
| Annual return | 21.09% | 106.41%-85.3pp | 591.07%-570.0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,661 | $4,836-24.3% | $4,438-17.5% | $6,710-45.4% |
| Admin fee / account holder | $831 | $6,408-87.0% | $5,614-85.2% | $11,403-92.7% |