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 | $11,703 | $70,606-83.4% | $53,898-78.3% | $142,382-91.8% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 20.67% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,537 | $2,364+7.3% | $1,826+38.9% | $6,507-61.0% |
| Admin fee / account holder | $699 | $2,852-75.5% | $2,491-72.0% | $12,624-94.5% |