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 | $11,805 | $57,281-79.4% | $86,612-86.4% | $75,163-84.3% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 22.44% | 2670.75%-2648.3pp | 591.07%-568.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,284 | $3,318-61.3% | $4,438-71.1% | $4,125-68.9% |
| Admin fee / account holder | $711 | $4,112-82.7% | $5,614-87.3% | $5,651-87.4% |