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 | $3,042 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 21.51% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,018 | $2,364-56.9% | $1,826-44.2% | $6,507-84.4% |
| Admin fee / account holder | $515 | $2,852-82.0% | $2,491-79.3% | $12,624-95.9% |