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 | $49,414 | $58,927-16.1% | $76,817-35.7% | $72,985-32.3% |
| Participation rate | 86.0% | 67.3%+18.6pp | 72.1%+13.9pp | 69.5%+16.5pp |
| Annual return | 19.67% | 2305.64%-2286.0pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $295 | $1,787-83.5% | $2,302-87.2% | $2,440-87.9% |
| Participant deferral / active EE | $3,155 | $2,690+17.3% | $3,336-5.4% | $3,607-12.5% |
| Admin fee / account holder | $5,355 | $4,013+33.5% | $6,420-16.6% | $5,124+4.5% |