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 | $93,527 | $100,041-6.5% | $149,718-37.5% | $70,131+33.4% |
| Participation rate | 77.3% | 83.6%-6.3pp | 87.1%-9.8pp | 69.5%+7.7pp |
| Annual return | 48.04% | 27.43%+20.6pp | 1501.63%-1453.6pp | 73.14%-25.1pp |
| Employer contribution / active EE | $775 | $3,662-78.8% | $5,445-85.8% | $2,342-66.9% |
| Participant deferral / active EE | $4,050 | $4,983-18.7% | $6,569-38.4% | $3,332+21.5% |
| Admin fee / account holder | $2,238 | $8,286-73.0% | $11,283-80.2% | $4,645-51.8% |