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 | $71,106 | $100,041-28.9% | $149,718-52.5% | $70,131+1.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.33% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $420 | $3,662-88.5% | $5,445-92.3% | $2,342-82.1% |
| Participant deferral / active EE | $6,843 | $4,983+37.3% | $6,569+4.2% | $3,332+105.4% |
| Admin fee / account holder | $46,145 | $8,286+456.9% | $11,283+309.0% | $4,645+893.4% |