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 | $6,104 | $70,606-91.4% | $53,898-88.7% | $142,382-95.7% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 15.27% | 619.81%-604.5pp | 528.60%-513.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $413 | $2,364-82.5% | $1,826-77.4% | $6,507-93.7% |
| Admin fee / account holder | $1,857 | $2,852-34.9% | $2,491-25.5% | $12,624-85.3% |