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 | $71,346 | $63,346+12.6% | $92,233-22.6% | $70,131+1.7% |
| Participation rate | 78.3% | 68.7%+9.6pp | 76.5%+1.8pp | 69.5%+8.7pp |
| Annual return | 18.17% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $293 | $2,471-88.2% | $3,679-92.0% | $2,342-87.5% |
| Participant deferral / active EE | $4,758 | $2,854+66.7% | $3,897+22.1% | $3,332+42.8% |
| Admin fee / account holder | $6,215 | $3,840+61.8% | $5,194+19.7% | $4,645+33.8% |