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 4-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 | $79,238 | $90,348-12.3% | $75,972+4.3% | $145,922-45.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 17.80% | 620.88%-603.1pp | 359.55%-341.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $424 | $3,311-87.2% | $2,685-84.2% | $4,660-90.9% |
| Participant deferral / active EE | $2,601 | $5,162-49.6% | $4,255-38.9% | $6,688-61.1% |
| Admin fee / account holder | $4,325 | $8,467-48.9% | $6,467-33.1% | $13,397-67.7% |