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 | $69,948 | $83,902-16.6% | $167,512-58.2% | $84,808-17.5% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 14.01% | 91.55%-77.5pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,297 | $4,442+64.3% | $6,405+13.9% | $4,212+73.3% |
| Admin fee / account holder | $2,632 | $7,915-66.7% | $9,769-73.1% | $7,344-64.2% |