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 | $65,644 | $65,561+0.1% | $86,188-23.8% | $75,163-12.7% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.0%+6.9pp | 67.2%+8.7pp |
| Annual return | 13.79% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,166 | $3,024+4.7% | $3,985-20.6% | $4,125-23.2% |
| Admin fee / account holder | $12,327 | $5,474+125.2% | $6,852+79.9% | $5,651+118.1% |