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 | $232,102 | $117,859+96.9% | $102,438+126.6% | $145,959+59.0% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 16.44% | 31.72%-15.3pp | 29.37%-12.9pp | 561.95%-545.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,920 | $5,732+90.5% | $5,054+116.1% | $6,689+63.3% |
| Admin fee / account holder | $3,542 | $13,318-73.4% | $9,448-62.5% | $13,398-73.6% |