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 | $83,076 | $65,409+27.0% | $98,442-15.6% | $85,850-3.2% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.3%+25.4pp |
| Annual return | 12.72% | 21.76%-9.0pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,321 | $3,166+36.5% | $4,276+1.1% | $3,952+9.4% |
| Admin fee / account holder | $342 | $4,593-92.5% | $5,949-94.2% | $6,260-94.5% |