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 | $65,713 | $125,758-47.7% | $169,993-61.3% | $75,163-12.6% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.0%-9.9pp | 67.2%+10.0pp |
| Annual return | 19.21% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,326 | $6,837-36.7% | $10,408-58.4% | $4,125+4.9% |
| Admin fee / account holder | $11,707 | $8,173+43.2% | $12,815-8.6% | $5,651+107.2% |