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 | $43,756 | $65,561-33.3% | $86,188-49.2% | $75,163-41.8% |
| Participation rate | 84.6% | 60.5%+24.1pp | 69.0%+15.7pp | 67.2%+17.4pp |
| Annual return | 16.41% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $323 | $1,553-79.2% | $2,380-86.4% | $2,670-87.9% |
| Participant deferral / active EE | $1,459 | $3,024-51.8% | $3,985-63.4% | $4,125-64.6% |
| Admin fee / account holder | $7,726 | $5,474+41.1% | $6,852+12.8% | $5,651+36.7% |