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 | $41,069 | $97,757-58.0% | $83,848-51.0% | $135,375-69.7% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | 0.87% | 1287.37%-1286.5pp | 850.88%-850.0pp | 519.73%-518.9pp |
| Employer contribution / active EE | $510 | $4,222-87.9% | $3,631-86.0% | $4,779-89.3% |
| Participant deferral / active EE | $2,125 | $4,682-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $1,708 | $6,674-74.4% | $5,478-68.8% | $10,827-84.2% |