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 3-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 | $2,079 | $24,730-91.6% | $66,042-96.9% | $84,808-97.5% |
| Participation rate | 76.3% | 68.1%+8.2pp | 67.5%+8.8pp | 68.3%+8.0pp |
| Annual return | 21.55% | 79.55%-58.0pp | 52.11%-30.6pp | 40.90%-19.3pp |
| Employer contribution / active EE | $124 | $857-85.5% | $1,579-92.1% | $2,631-95.3% |
| Participant deferral / active EE | $799 | $1,737-54.0% | $2,835-71.8% | $4,212-81.0% |
| Admin fee / account holder | $558 | $3,014-81.5% | $5,747-90.3% | $7,344-92.4% |