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 5-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 | $27,395 | $57,281-52.2% | $86,612-68.4% | $75,163-63.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 25.94% | 2670.75%-2644.8pp | 591.07%-565.1pp | 160.62%-134.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,428 | $3,318+214.3% | $4,438+135.0% | $4,125+152.8% |
| Admin fee / account holder | $482 | $4,112-88.3% | $5,614-91.4% | $5,651-91.5% |