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 5-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 | $10,069 | $29,319-65.7% | $52,425-80.8% | $82,448-87.8% |
| Participation rate | 88.6% | 46.9%+41.8pp | 55.6%+33.0pp | 68.1%+20.6pp |
| Annual return | 17.95% | 535.20%-517.2pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,815 | $1,171+140.3% | $1,790+57.2% | $4,139-32.0% |
| Admin fee / account holder | $513 | $1,962-73.9% | $2,495-79.4% | $7,234-92.9% |