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 | $3,958 | $24,730-84.0% | $66,042-94.0% | $84,808-95.3% |
| Participation rate | 77.4% | 68.1%+9.3pp | 67.5%+9.9pp | 68.3%+9.0pp |
| Annual return | 17.22% | 79.55%-62.3pp | 52.11%-34.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $172 | $857-79.9% | $1,579-89.1% | $2,631-93.5% |
| Participant deferral / active EE | $1,588 | $1,737-8.6% | $2,835-44.0% | $4,212-62.3% |
| Admin fee / account holder | $919 | $3,014-69.5% | $5,747-84.0% | $7,344-87.5% |