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 3-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 | $47,916 | $201,272-76.2% | $184,203-74.0% | $145,922-67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 75.10% | 29.00%+46.1pp | 28.81%+46.3pp | 561.29%-486.2pp |
| Employer contribution / active EE | $1,300 | $7,022-81.5% | $6,427-79.8% | $4,660-72.1% |
| Participant deferral / active EE | $10,940 | $9,806+11.6% | $9,131+19.8% | $6,688+63.6% |
| Admin fee / account holder | $22,843 | $16,364+39.6% | $13,901+64.3% | $13,397+70.5% |