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 | $2,484 | $30,400-91.8% | $53,898-95.4% | $84,808-97.1% |
| Participation rate | 76.0% | 46.4%+29.6pp | 55.0%+21.0pp | 68.3%+7.7pp |
| Annual return | 18.39% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,473 | $1,199+22.9% | $1,826-19.4% | $4,212-65.0% |
| Admin fee / account holder | $305 | $1,993-84.7% | $2,491-87.8% | $7,344-95.8% |