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 | $34,893 | $48,795-28.5% | $65,493-46.7% | $84,808-58.9% |
| Participation rate | 90.9% | 67.0%+23.9pp | 73.1%+17.8pp | 68.3%+22.6pp |
| Annual return | 29.08% | 20.20%+8.9pp | 982.45%-953.4pp | 40.90%-11.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,829 | $2,928+201.5% | $3,961+122.9% | $4,212+109.6% |
| Admin fee / account holder | $592 | $3,877-84.7% | $5,028-88.2% | $7,344-91.9% |