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 | $25,595 | $70,606-63.7% | $53,898-52.5% | $142,382-82.0% |
| Participation rate | 94.1% | 63.7%+30.4pp | 55.0%+39.2pp | 80.1%+14.0pp |
| Annual return | 20.16% | 619.81%-599.7pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,950 | $2,364+151.7% | $1,826+225.8% | $6,507-8.6% |
| Admin fee / account holder | $315 | $2,852-89.0% | $2,491-87.4% | $12,624-97.5% |