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 3-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 | $4,131 | $30,400-86.4% | $53,898-92.3% | $84,808-95.1% |
| Participation rate | 80.0% | 46.4%+33.6pp | 55.0%+25.0pp | 68.3%+11.7pp |
| Annual return | 21.69% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,266 | $1,199+89.1% | $1,826+24.1% | $4,212-46.2% |
| Admin fee / account holder | $596 | $1,993-70.1% | $2,491-76.1% | $7,344-91.9% |