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 10-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 | $42,726 | $112,096-61.9% | $95,952-55.5% | $158,922-73.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 6.30% | 171.09%-164.8pp | 91.61%-85.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $139 | $3,198-95.7% | $2,541-94.5% | $4,761-97.1% |
| Participant deferral / active EE | $2,100 | $4,784-56.1% | $4,167-49.6% | $5,982-64.9% |
| Admin fee / account holder | $12,491 | $10,130+23.3% | $6,795+83.8% | $11,246+11.1% |