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 | $57,633 | $117,841-51.1% | $102,423-43.7% | $145,922-60.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 20.35% | 31.65%-11.3pp | 29.32%-9.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $545 | $3,615-84.9% | $3,023-82.0% | $4,660-88.3% |
| Participant deferral / active EE | $2,580 | $5,731-55.0% | $5,053-48.9% | $6,688-61.4% |
| Admin fee / account holder | $537 | $13,326-96.0% | $9,451-94.3% | $13,397-96.0% |