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 5-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 | $43,362 | $101,317-57.2% | $146,958-70.5% | $74,495-41.8% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 35.95% | 8730.91%-8695.0pp | 418.34%-382.4pp | 1364.94%-1329.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,963 | $7,303+118.6% | $8,070+97.8% | $4,346+267.3% |
| Admin fee / account holder | $7,051 | $1,739+305.5% | $12,998-45.8% | $1,942+263.1% |