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 10-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 | $16,797 | $48,230-65.2% | $67,502-75.1% | $80,856-79.2% |
| Participation rate | 86.8% | 66.4%+20.5pp | 72.9%+14.0pp | 67.6%+19.2pp |
| Annual return | 21.02% | 18.28%+2.7pp | 3512.12%-3491.1pp | 35.59%-14.6pp |
| Employer contribution / active EE | $51 | $2,020-97.5% | $2,731-98.1% | $2,755-98.2% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $724 | $3,681-80.3% | $3,998-81.9% | $6,918-89.5% |