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 6-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 | $6,826 | $57,590-88.1% | $86,233-92.1% | $82,448-91.7% |
| Participation rate | 73.9% | 57.9%+16.0pp | 69.0%+4.8pp | 68.1%+5.8pp |
| Annual return | 14.16% | 22.41%-8.3pp | 61.39%-47.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $892 | $3,080-71.0% | $4,559-80.4% | $4,139-78.4% |
| Admin fee / account holder | $3,502 | $4,730-26.0% | $8,342-58.0% | $7,234-51.6% |