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 | $45,073 | $39,019+15.5% | $80,716-44.2% | $85,850-47.5% |
| Participation rate | 75.9% | 41.5%+34.3pp | 54.2%+21.7pp | 69.3%+6.5pp |
| Annual return | 15.43% | 26.27%-10.8pp | 87.28%-71.9pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,814 | $1,326+36.9% | $2,146-15.4% | $3,952-54.1% |
| Admin fee / account holder | $1,918 | $2,431-21.1% | $3,380-43.3% | $6,260-69.4% |