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 8-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 | $15,664 | $100,852-84.5% | $90,404-82.7% | $158,922-90.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 15.12% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $30 | $3,689-99.2% | $3,262-99.1% | $4,761-99.4% |
| Participant deferral / active EE | $5,432 | $4,348+24.9% | $3,963+37.0% | $5,982-9.2% |
| Admin fee / account holder | $410 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |