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 | $36,111 | $65,561-44.9% | $86,188-58.1% | $75,163-52.0% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 29.57% | 46.05%-16.5pp | 1168.45%-1138.9pp | 160.62%-131.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,652 | $3,024-45.4% | $3,985-58.6% | $4,125-60.0% |
| Admin fee / account holder | $516 | $5,474-90.6% | $6,852-92.5% | $5,651-90.9% |