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 | $158,438 | $100,041+58.4% | $149,718+5.8% | $70,131+125.9% |
| Participation rate | 73.2% | 83.6%-10.3pp | 87.1%-13.8pp | 69.5%+3.7pp |
| Annual return | 20.73% | 27.43%-6.7pp | 1501.63%-1480.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,671 | $4,983+134.2% | $6,569+77.7% | $3,332+250.3% |
| Admin fee / account holder | $1,927 | $8,286-76.7% | $11,283-82.9% | $4,645-58.5% |