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 | $21,480 | $88,751-75.8% | $81,812-73.7% | $145,922-85.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 12.72% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,236 | $4,643-73.4% | $4,319-71.4% | $6,688-81.5% |
| Admin fee / account holder | $369 | $8,415-95.6% | $7,386-95.0% | $13,397-97.2% |