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 | $64,551 | $60,124+7.4% | $90,404-28.6% | $79,858-19.2% |
| Participation rate | 86.5% | 65.0%+21.5pp | 72.7%+13.8pp | 69.6%+16.9pp |
| Annual return | 13.20% | 71.94%-58.7pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $195 | $2,068-90.5% | $3,262-94.0% | $2,471-92.1% |
| Participant deferral / active EE | $4,014 | $2,938+36.6% | $3,963+1.3% | $3,740+7.3% |
| Admin fee / account holder | $26,523 | $3,976+567.0% | $5,611+372.7% | $5,306+399.8% |