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 | $65,984 | $57,541+14.7% | $95,745-31.1% | $75,163-12.2% |
| Participation rate | 71.9% | 62.5%+9.4pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 16.59% | 34.93%-18.3pp | 28.35%-11.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $337 | $1,808-81.3% | $2,835-88.1% | $2,670-87.4% |
| Participant deferral / active EE | $2,040 | $3,074-33.6% | $4,245-51.9% | $4,125-50.5% |
| Admin fee / account holder | $364 | $4,099-91.1% | $5,678-93.6% | $5,651-93.6% |