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 | $96,754 | $78,485+23.3% | $106,213-8.9% | $74,495+29.9% |
| Participation rate | 71.0% | 72.8%-1.8pp | 75.3%-4.3pp | 67.2%+3.8pp |
| Annual return | 15.82% | 15.95%-0.1pp | 116.14%-100.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $517 | $2,523-79.5% | $3,171-83.7% | $2,623-80.3% |
| Participant deferral / active EE | $2,756 | $4,322-36.2% | $5,016-45.1% | $4,346-36.6% |
| Admin fee / account holder | $5,975 | $2,232+167.7% | $11,033-45.8% | $1,942+207.7% |