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 | $55,178 | $101,499-45.6% | $147,005-62.5% | $74,546-26.0% |
| Participation rate | 91.8% | 75.5%+16.3pp | 82.2%+9.6pp | 67.2%+24.6pp |
| Annual return | 14.32% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $873 | $3,811-77.1% | $4,934-82.3% | $2,624-66.7% |
| Participant deferral / active EE | $5,454 | $7,304-25.3% | $8,070-32.4% | $4,347+25.5% |
| Admin fee / account holder | $1,135 | $1,748-35.1% | $13,006-91.3% | $1,944-41.6% |