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 | $64,562 | $112,881-42.8% | $90,951-29.0% | $158,922-59.4% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 11.83% | 215.79%-204.0pp | 134.60%-122.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $121 | $2,893-95.8% | $2,122-94.3% | $4,761-97.5% |
| Participant deferral / active EE | $1,407 | $4,128-65.9% | $3,373-58.3% | $5,982-76.5% |
| Admin fee / account holder | $14,675 | $8,041+82.5% | $5,959+146.3% | $11,246+30.5% |