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 3-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 | $2,050 | $70,606-97.1% | $53,898-96.2% | $142,382-98.6% |
| Participation rate | 70.6% | 63.7%+6.9pp | 55.0%+15.6pp | 80.1%-9.5pp |
| Annual return | 18.21% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $697 | $2,364-70.5% | $1,826-61.8% | $6,507-89.3% |
| Admin fee / account holder | $389 | $2,852-86.4% | $2,491-84.4% | $12,624-96.9% |