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 5-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 | $6,978 | $56,053-87.6% | $75,972-90.8% | $80,856-91.4% |
| Participation rate | 81.6% | 62.0%+19.5pp | 69.1%+12.5pp | 67.6%+13.9pp |
| Annual return | 15.02% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,866 | $3,052-6.1% | $4,255-32.7% | $4,296-33.3% |
| Admin fee / account holder | $1,000 | $5,234-80.9% | $6,467-84.5% | $6,918-85.6% |