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 | $52,117 | $80,812-35.5% | $160,784-67.6% | $82,448-36.8% |
| Participation rate | 88.9% | 66.2%+22.7pp | 77.0%+11.9pp | 68.1%+20.8pp |
| Annual return | 15.53% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,195 | $4,335-26.3% | $6,293-49.2% | $4,139-22.8% |
| Admin fee / account holder | $5,203 | $7,695-32.4% | $9,717-46.5% | $7,234-28.1% |