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 | $110,090 | $65,409+68.3% | $98,442+11.8% | $85,850+28.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.88% | 21.76%-4.9pp | 1492.73%-1475.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $103 | $2,168-95.3% | $2,960-96.5% | $2,565-96.0% |
| Participant deferral / active EE | $6,684 | $3,166+111.1% | $4,276+56.3% | $3,952+69.1% |
| Admin fee / account holder | $2,211 | $4,593-51.9% | $5,949-62.8% | $6,260-64.7% |