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 | $8,322 | $54,705-84.8% | $71,209-88.3% | $84,808-90.2% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.8%+5.7pp | 68.3%+11.1pp |
| Annual return | 17.99% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,878 | $3,030-38.0% | $4,175-55.0% | $4,212-55.4% |
| Admin fee / account holder | $523 | $4,863-89.2% | $5,349-90.2% | $7,344-92.9% |