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 | $7,588 | $30,400-75.0% | $53,898-85.9% | $84,808-91.1% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 15.89% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,269 | $1,199+5.8% | $1,826-30.5% | $4,212-69.9% |
| Admin fee / account holder | $343 | $1,993-82.8% | $2,491-86.2% | $7,344-95.3% |