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 | $39,984 | $102,604-61.0% | $86,188-53.6% | $139,434-71.3% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.0%+9.3pp | 80.3%-2.1pp |
| Annual return | 13.95% | 1922.51%-1908.6pp | 1168.45%-1154.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,320 | $4,676-50.4% | $3,985-41.8% | $6,710-65.4% |
| Admin fee / account holder | $7,040 | $8,657-18.7% | $6,852+2.8% | $11,403-38.3% |