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 | $25,778 | $60,124-57.1% | $90,404-71.5% | $79,858-67.7% |
| Participation rate | 86.7% | 65.0%+21.7pp | 72.7%+14.0pp | 69.6%+17.0pp |
| Annual return | 16.60% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $191 | $2,068-90.7% | $3,262-94.1% | $2,471-92.3% |
| Participant deferral / active EE | $853 | $2,938-71.0% | $3,963-78.5% | $3,740-77.2% |
| Admin fee / account holder | $410 | $3,976-89.7% | $5,611-92.7% | $5,306-92.3% |