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 | $34,109 | $85,766-60.2% | $136,294-75.0% | $70,131-51.4% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 18.61% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,535 | $5,051-10.2% | $6,247-27.4% | $3,332+36.1% |
| Admin fee / account holder | $1,902 | $5,420-64.9% | $9,243-79.4% | $4,645-59.0% |