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 | $49,444 | $85,202-42.0% | $172,739-71.4% | $72,985-32.3% |
| Participation rate | 83.6% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.2pp |
| Annual return | 25.36% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,089 | $3,260+25.4% | $5,198-21.3% | $3,607+13.3% |
| Admin fee / account holder | $1,284 | $5,884-78.2% | $13,954-90.8% | $5,124-74.9% |