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 | $42,359 | $60,124-29.5% | $90,404-53.1% | $79,858-47.0% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.6pp |
| Annual return | 21.11% | 71.94%-50.8pp | 1293.02%-1271.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,828 | $2,938+30.3% | $3,963-3.4% | $3,740+2.4% |
| Admin fee / account holder | $2,896 | $3,976-27.2% | $5,611-48.4% | $5,306-45.4% |