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 | $173,551 | $83,902+106.8% | $167,512+3.6% | $84,808+104.6% |
| Participation rate | 89.3% | 66.5%+22.8pp | 77.1%+12.2pp | 68.3%+21.0pp |
| Annual return | 16.42% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,707 | $4,442+96.0% | $6,405+36.0% | $4,212+106.7% |
| Admin fee / account holder | $1,563 | $7,915-80.3% | $9,769-84.0% | $7,344-78.7% |