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 | $54,943 | $49,922+10.1% | $80,569-31.8% | $75,163-26.9% |
| Participation rate | 76.3% | 55.3%+20.9pp | 67.0%+9.3pp | 67.2%+9.1pp |
| Annual return | 15.26% | 34.69%-19.4pp | 935.43%-920.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $15 | $1,698-99.1% | $2,723-99.4% | $2,670-99.4% |
| Participant deferral / active EE | $4,514 | $2,990+51.0% | $4,447+1.5% | $4,125+9.4% |
| Admin fee / account holder | $6,123 | $3,577+71.2% | $5,377+13.9% | $5,651+8.4% |