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 | $5,444 | $30,400-82.1% | $53,898-89.9% | $84,808-93.6% |
| Participation rate | 78.0% | 46.4%+31.5pp | 55.0%+23.0pp | 68.3%+9.7pp |
| Annual return | 20.29% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,069 | $1,199+72.6% | $1,826+13.3% | $4,212-50.9% |
| Admin fee / account holder | $456 | $1,993-77.1% | $2,491-81.7% | $7,344-93.8% |