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 10-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 | $5,627 | $30,400-81.5% | $53,898-89.6% | $84,808-93.4% |
| Participation rate | 84.8% | 46.4%+38.4pp | 55.0%+29.9pp | 68.3%+16.5pp |
| Annual return | 18.54% | 500.19%-481.6pp | 528.60%-510.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,766 | $1,199+47.3% | $1,826-3.3% | $4,212-58.1% |
| Admin fee / account holder | $338 | $1,993-83.0% | $2,491-86.4% | $7,344-95.4% |