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 | $36,498 | $59,417-38.6% | $93,606-61.0% | $74,495-51.0% |
| Participation rate | 78.0% | 59.7%+18.3pp | 68.7%+9.2pp | 67.2%+10.8pp |
| Annual return | 14.97% | 81.83%-66.9pp | 133.20%-118.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $207 | $1,264-83.6% | $2,420-91.4% | $2,623-92.1% |
| Participant deferral / active EE | $2,696 | $3,050-11.6% | $4,411-38.9% | $4,346-38.0% |
| Admin fee / account holder | $3,632 | $3,021+20.2% | $8,285-56.2% | $1,942+87.1% |