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 | $78,989 | $96,305-18.0% | $80,569-2.0% | $139,434-43.4% |
| Participation rate | 85.0% | 73.6%+11.4pp | 67.0%+18.0pp | 80.3%+4.7pp |
| Annual return | 18.06% | 1350.08%-1332.0pp | 935.43%-917.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $263 | $3,262-91.9% | $2,723-90.4% | $4,751-94.5% |
| Participant deferral / active EE | $2,748 | $5,232-47.5% | $4,447-38.2% | $6,710-59.1% |
| Admin fee / account holder | $24,119 | $6,599+265.5% | $5,377+348.5% | $11,403+111.5% |