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 | $70,137 | $100,041-29.9% | $149,718-53.2% | $70,1310% |
| Participation rate | 78.7% | 83.6%-4.9pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 22.20% | 27.43%-5.2pp | 1501.63%-1479.4pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,215 | $4,983+125.1% | $6,569+70.7% | $3,332+236.6% |
| Admin fee / account holder | $4,790 | $8,286-42.2% | $11,283-57.5% | $4,645+3.1% |