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 | $145,040 | $65,561+121.2% | $86,188+68.3% | $75,163+93.0% |
| Participation rate | 76.1% | 60.5%+15.6pp | 69.0%+7.1pp | 67.2%+8.9pp |
| Annual return | 17.26% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,044 | $3,024+66.8% | $3,985+26.6% | $4,125+22.3% |
| Admin fee / account holder | $2,758 | $5,474-49.6% | $6,852-59.8% | $5,651-51.2% |