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 | $1,747 | $29,319-94.0% | $52,425-96.7% | $82,448-97.9% |
| Participation rate | 75.7% | 46.9%+28.8pp | 55.6%+20.1pp | 68.1%+7.6pp |
| Annual return | 20.13% | 535.20%-515.1pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $322 | $1,171-72.5% | $1,790-82.0% | $4,139-92.2% |
| Admin fee / account holder | $1,162 | $1,962-40.8% | $2,495-53.4% | $7,234-83.9% |