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 | $66,506 | $105,181-36.8% | $159,436-58.3% | $85,850-22.5% |
| Participation rate | 87.8% | 75.8%+12.1pp | 82.8%+5.0pp | 69.3%+18.5pp |
| Annual return | 15.41% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,280 | $5,945+39.3% | $7,352+12.6% | $3,952+109.5% |
| Admin fee / account holder | $10,322 | $6,933+48.9% | $10,799-4.4% | $6,260+64.9% |