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 | $51,842 | $102,317-49.3% | $146,958-64.7% | $80,856-35.9% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.2%-3.7pp | 67.6%+10.8pp |
| Annual return | 14.24% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $712 | $3,713-80.8% | $4,933-85.6% | $2,755-74.2% |
| Participant deferral / active EE | $6,769 | $6,644+1.9% | $8,070-16.1% | $4,296+57.6% |
| Admin fee / account holder | $1,516 | $7,941-80.9% | $12,998-88.3% | $6,918-78.1% |