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 | $61,884 | $65,561-5.6% | $86,188-28.2% | $75,163-17.7% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.0%+7.7pp | 67.2%+9.5pp |
| Annual return | 16.30% | 46.05%-29.8pp | 1168.45%-1152.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $333 | $1,553-78.5% | $2,380-86.0% | $2,670-87.5% |
| Participant deferral / active EE | $3,728 | $3,024+23.3% | $3,985-6.5% | $4,125-9.6% |
| Admin fee / account holder | $2,650 | $5,474-51.6% | $6,852-61.3% | $5,651-53.1% |