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 | $72,724 | $46,553+56.2% | $64,056+13.5% | $75,163-3.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.39% | 26.03%-10.6pp | 33.69%-18.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $74 | $1,974-96.3% | $2,747-97.3% | $2,670-97.2% |
| Participant deferral / active EE | $5,195 | $2,837+83.1% | $3,880+33.9% | $4,125+25.9% |
| Admin fee / account holder | $819 | $2,952-72.3% | $3,068-73.3% | $5,651-85.5% |