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 | $153,650 | $755,339-79.7% | $379,746-59.5% | $158,922-3.3% |
| Participation rate | 92.3% | 81.8%+10.6pp | 78.4%+13.9pp | 82.0%+10.3pp |
| Annual return | 12.31% | 53.41%-41.1pp | 34.90%-22.6pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $14,782 | $7,938+86.2% | $6,024+145.4% | $5,982+147.1% |
| Admin fee / account holder | $1,402 | $14,482-90.3% | $7,927-82.3% | $11,246-87.5% |