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 | $56,310 | $82,630-31.9% | $64,105-12.2% | $125,391-55.1% |
| Participation rate | 77.3% | 75.9%+1.4pp | 68.2%+9.1pp | 83.2%-5.9pp |
| Annual return | 0.86% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $213 | $2,671-92.0% | $1,820-88.3% | $4,866-95.6% |
| Participant deferral / active EE | $2,186 | $3,608-39.4% | $2,822-22.5% | $5,352-59.2% |
| Admin fee / account holder | $8,639 | $6,382+35.4% | $4,499+92.0% | $9,540-9.5% |