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 | $48,988 | $27,915+75.5% | $58,482-16.2% | $75,163-34.8% |
| Participation rate | 71.9% | 38.8%+33.0pp | 50.9%+21.0pp | 67.2%+4.7pp |
| Annual return | 15.44% | 44.20%-28.8pp | 4239.32%-4223.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,109 | $1,201+158.8% | $1,924+61.6% | $4,125-24.6% |
| Admin fee / account holder | $776 | $1,726-55.0% | $2,516-69.2% | $5,651-86.3% |