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 | $8,047 | $30,400-73.5% | $53,898-85.1% | $84,808-90.5% |
| Participation rate | 87.1% | 46.4%+40.7pp | 55.0%+32.1pp | 68.3%+18.8pp |
| Annual return | 17.06% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $618 | $1,199-48.4% | $1,826-66.1% | $4,212-85.3% |
| Admin fee / account holder | $364 | $1,993-81.8% | $2,491-85.4% | $7,344-95.1% |