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 | $4,180 | $24,730-83.1% | $66,042-93.7% | $84,808-95.1% |
| Participation rate | 73.7% | 68.1%+5.6pp | 67.5%+6.2pp | 68.3%+5.4pp |
| Annual return | 26.45% | 79.55%-53.1pp | 52.11%-25.7pp | 40.90%-14.4pp |
| Employer contribution / active EE | $184 | $857-78.5% | $1,579-88.4% | $2,631-93.0% |
| Participant deferral / active EE | $1,540 | $1,737-11.4% | $2,835-45.7% | $4,212-63.4% |
| Admin fee / account holder | $1,801 | $3,014-40.2% | $5,747-68.7% | $7,344-75.5% |