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 | $3,781 | $29,660-87.3% | $56,411-93.3% | $80,856-95.3% |
| Participation rate | 92.0% | 41.6%+50.4pp | 52.5%+39.5pp | 67.6%+24.4pp |
| Annual return | 12.26% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,282 | $1,226+4.5% | $1,952-34.3% | $4,296-70.2% |
| Admin fee / account holder | $300 | $2,428-87.6% | $2,829-89.4% | $6,918-95.7% |