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 | $17,087 | $61,774-72.3% | $97,226-82.4% | $80,856-78.9% |
| Participation rate | 76.5% | 63.5%+13.0pp | 72.7%+3.8pp | 67.6%+8.8pp |
| Annual return | 143.69% | -557.90%+701.6pp | 75.13%+68.6pp | 35.59%+108.1pp |
| Employer contribution / active EE | $21 | $1,837-98.9% | $2,729-99.2% | $2,755-99.2% |
| Participant deferral / active EE | $3,579 | $3,029+18.2% | $4,264-16.1% | $4,296-16.7% |
| Admin fee / account holder | $2,792 | $5,166-46.0% | $5,654-50.6% | $6,918-59.6% |