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 | $47,179 | $144,119-67.3% | $117,854-60.0% | $147,584-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.34% | 531.15%-515.8pp | 335.08%-319.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $515 | $4,896-89.5% | $3,786-86.4% | $4,876-89.4% |
| Participant deferral / active EE | $2,058 | $5,316-61.3% | $4,482-54.1% | $5,439-62.2% |
| Admin fee / account holder | $13,835 | $10,886+27.1% | $8,020+72.5% | $10,885+27.1% |