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 6-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 | $24,950 | $105,181-76.3% | $159,436-84.4% | $85,850-70.9% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.8%+5.9pp | 69.3%+19.4pp |
| Annual return | 24.10% | 45.07%-21.0pp | 263.57%-239.5pp | 318.53%-294.4pp |
| Employer contribution / active EE | $3 | $3,318-99.9% | $4,829-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $7,859 | $5,945+32.2% | $7,352+6.9% | $3,952+98.9% |
| Admin fee / account holder | $578 | $6,933-91.7% | $10,799-94.6% | $6,260-90.8% |