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 | $11,134 | $58,208-80.9% | $81,812-86.4% | $80,856-86.2% |
| Participation rate | 70.3% | 63.4%+6.9pp | 72.3%-2.1pp | 67.6%+2.6pp |
| Annual return | 11.77% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,158 | $3,281-34.2% | $4,319-50.0% | $4,296-49.8% |
| Admin fee / account holder | $862 | $4,981-82.7% | $7,386-88.3% | $6,918-87.5% |