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 | $65,400 | $152,587-57.1% | $125,175-47.8% | $152,861-57.2% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 20.59% | 54.84%-34.3pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $400 | $4,946-91.9% | $3,865-89.6% | $4,762-91.6% |
| Participant deferral / active EE | $2,024 | $5,868-65.5% | $4,937-59.0% | $5,850-65.4% |
| Admin fee / account holder | $12,844 | $13,434-4.4% | $9,702+32.4% | $11,596+10.8% |