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 | $28,541 | $65,561-56.5% | $86,188-66.9% | $75,163-62.0% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 17.80% | 46.05%-28.3pp | 1168.45%-1150.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $275 | $1,553-82.3% | $2,380-88.5% | $2,670-89.7% |
| Participant deferral / active EE | $3,929 | $3,024+29.9% | $3,985-1.4% | $4,125-4.7% |
| Admin fee / account holder | $963 | $5,474-82.4% | $6,852-86.0% | $5,651-83.0% |