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 | $34,164 | $78,694-56.6% | $67,652-49.5% | $125,391-72.8% |
| Participation rate | 78.6% | 78.8%-0.2pp | 75.7%+2.9pp | 83.2%-4.6pp |
| Annual return | 16.22% | 9.46%+6.8pp | 6625.04%-6608.8pp | 282.22%-266.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,956 | $4,292+38.8% | $3,560+67.3% | $5,352+11.3% |
| Admin fee / account holder | $28,432 | $7,403+284.1% | $4,821+489.8% | $9,540+198.0% |