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 | $3,704 | $25,979-85.7% | $71,735-94.8% | $68,494-94.6% |
| Participation rate | 90.7% | 54.5%+36.2pp | 62.3%+28.4pp | 67.9%+22.9pp |
| Annual return | 1.57% | -15.10%+16.7pp | 9.14%-7.6pp | -7.84%+9.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,585 | $1,522+4.2% | $2,658-40.3% | $4,027-60.6% |
| Admin fee / account holder | $976 | $2,022-51.7% | $3,974-75.4% | $5,403-81.9% |