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 | $32,848 | $85,766-61.7% | $136,294-75.9% | $70,131-53.2% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 17.98% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,304 | $5,051+64.4% | $6,247+32.9% | $3,332+149.2% |
| Admin fee / account holder | $2,166 | $5,420-60.0% | $9,243-76.6% | $4,645-53.4% |