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 5-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 | $31,118 | $105,181-70.4% | $159,436-80.5% | $85,850-63.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 15.75% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,620 | $5,945-39.1% | $7,352-50.8% | $3,952-8.4% |
| Admin fee / account holder | $26,859 | $6,933+287.4% | $10,799+148.7% | $6,260+329.1% |