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 | $75,326 | $60,124+25.3% | $90,404-16.7% | $79,858-5.7% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 17.45% | 71.94%-54.5pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,048 | $2,938-30.3% | $3,963-48.3% | $3,740-45.2% |
| Admin fee / account holder | $8,723 | $3,976+119.4% | $5,611+55.5% | $5,306+64.4% |