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 4-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 | $2,700 | $30,400-91.1% | $53,898-95.0% | $84,808-96.8% |
| Participation rate | 78.8% | 46.4%+32.4pp | 55.0%+23.9pp | 68.3%+10.5pp |
| Annual return | 20.75% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,757 | $1,199+46.6% | $1,826-3.8% | $4,212-58.3% |
| Admin fee / account holder | $471 | $1,993-76.4% | $2,491-81.1% | $7,344-93.6% |