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 | $15,983 | $189,613-91.6% | $167,512-90.5% | $142,382-88.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.73% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $125 | $4,349-97.1% | $3,882-96.8% | $4,299-97.1% |
| Participant deferral / active EE | $3,502 | $6,981-49.8% | $6,405-45.3% | $6,507-46.2% |
| Admin fee / account holder | $4,866 | $10,528-53.8% | $9,769-50.2% | $12,624-61.5% |