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 | $108,070 | $48,230+124.1% | $67,502+60.1% | $80,856+33.7% |
| Participation rate | 80.3% | 66.4%+13.9pp | 72.9%+7.4pp | 67.6%+12.7pp |
| Annual return | 12.41% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,696 | $2,924+60.6% | $4,000+17.4% | $4,296+9.3% |
| Admin fee / account holder | $2,091 | $3,681-43.2% | $3,998-47.7% | $6,918-69.8% |