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 7-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 | $58,790 | $101,317-42.0% | $146,958-60.0% | $74,495-21.1% |
| Participation rate | 73.7% | 75.5%-1.8pp | 82.2%-8.5pp | 67.2%+6.5pp |
| Annual return | 18.36% | 8730.91%-8712.5pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $69 | $3,810-98.2% | $4,933-98.6% | $2,623-97.4% |
| Participant deferral / active EE | $13,786 | $7,303+88.8% | $8,070+70.8% | $4,346+217.2% |
| Admin fee / account holder | $1,061 | $1,739-39.0% | $12,998-91.8% | $1,942-45.4% |