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 | $64,788 | $52,519+23.4% | $155,790-58.4% | $59,632+8.6% |
| Participation rate | 88.4% | 61.7%+26.7pp | 76.1%+12.3pp | 68.7%+19.7pp |
| Annual return | -0.95% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,564 | $3,084+48.0% | $4,797-4.9% | $3,192+43.0% |
| Admin fee / account holder | $20,689 | $3,540+484.5% | $7,478+176.7% | $4,297+381.5% |