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 | $51,405 | $155,788-67.0% | $124,672-58.8% | $167,490-69.3% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 10.56% | 17.97%-7.4pp | 5142.93%-5132.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $316 | $4,163-92.4% | $3,324-90.5% | $4,837-93.5% |
| Participant deferral / active EE | $2,740 | $5,673-51.7% | $4,614-40.6% | $6,341-56.8% |
| Admin fee / account holder | $43,682 | $9,531+358.3% | $7,493+483.0% | $12,309+254.9% |