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 | $82,356 | $104,486-21.2% | $76,817+7.2% | $152,861-46.1% |
| Participation rate | 89.5% | 76.6%+12.9pp | 72.1%+17.4pp | 82.4%+7.0pp |
| Annual return | 20.43% | 1013.37%-992.9pp | 1166.11%-1145.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $59 | $3,116-98.1% | $2,302-97.4% | $4,762-98.8% |
| Participant deferral / active EE | $2,404 | $4,236-43.2% | $3,336-27.9% | $5,850-58.9% |
| Admin fee / account holder | $20,527 | $12,275+67.2% | $6,420+219.7% | $11,596+77.0% |