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 | $31,688 | $102,604-69.1% | $86,188-63.2% | $139,434-77.3% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 12.59% | 1922.51%-1909.9pp | 1168.45%-1155.9pp | 372.94%-360.3pp |
| Employer contribution / active EE | $388 | $3,032-87.2% | $2,380-83.7% | $4,751-91.8% |
| Participant deferral / active EE | $2,112 | $4,676-54.8% | $3,985-47.0% | $6,710-68.5% |
| Admin fee / account holder | $25,024 | $8,657+189.1% | $6,852+265.2% | $11,403+119.5% |