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 | $30,400-66.9% | $53,898-81.3% | $84,808-88.1% |
| Participation rate | 88.6% | 46.4%+42.2pp | 55.0%+33.7pp | 68.3%+20.3pp |
| Annual return | 17.95% | 500.19%-482.2pp | 528.60%-510.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,815 | $1,199+134.8% | $1,826+54.1% | $4,212-33.2% |
| Admin fee / account holder | $513 | $1,993-74.3% | $2,491-79.4% | $7,344-93.0% |