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 | $88,130 | $197,591-55.4% | $177,821-50.4% | $158,922-44.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.23% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $56 | $6,697-99.2% | $5,918-99.1% | $4,761-98.8% |
| Participant deferral / active EE | $25,975 | $8,405+209.0% | $7,714+236.7% | $5,982+334.2% |
| Admin fee / account holder | $1,024 | $15,399-93.4% | $12,427-91.8% | $11,246-90.9% |