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 | $185,766 | $106,890+73.8% | $84,015+121.1% | $152,861+21.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.89% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $39 | $2,734-98.6% | $1,983-98.0% | $4,762-99.2% |
| Participant deferral / active EE | $4,121 | $4,011+2.7% | $3,239+27.2% | $5,850-29.6% |
| Admin fee / account holder | $1,559 | $8,285-81.2% | $6,101-74.4% | $11,596-86.6% |