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 4-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 | $122,211 | $106,890+14.3% | $84,015+45.5% | $152,861-20.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 25.12% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $149 | $2,734-94.6% | $1,983-92.5% | $4,762-96.9% |
| Participant deferral / active EE | $2,495 | $4,011-37.8% | $3,239-23.0% | $5,850-57.4% |
| Admin fee / account holder | $35,786 | $8,285+331.9% | $6,101+486.6% | $11,596+208.6% |