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 | $32,398 | $48,230-32.8% | $67,502-52.0% | $80,856-59.9% |
| Participation rate | 76.9% | 66.4%+10.6pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 14.75% | 18.28%-3.5pp | 3512.12%-3497.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $137 | $2,020-93.2% | $2,731-95.0% | $2,755-95.0% |
| Participant deferral / active EE | $4,300 | $2,924+47.1% | $4,000+7.5% | $4,296+0.1% |
| Admin fee / account holder | $3,064 | $3,681-16.8% | $3,998-23.3% | $6,918-55.7% |