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 | $8,047 | $29,319-72.6% | $52,425-84.7% | $82,448-90.2% |
| Participation rate | 87.1% | 46.9%+40.2pp | 55.6%+31.5pp | 68.1%+19.0pp |
| Annual return | 17.06% | 535.20%-518.1pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $618 | $1,171-47.2% | $1,790-65.5% | $4,139-85.1% |
| Admin fee / account holder | $364 | $1,962-81.5% | $2,495-85.4% | $7,234-95.0% |