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 | $59,935 | $58,927+1.7% | $76,817-22.0% | $72,985-17.9% |
| Participation rate | 83.3% | 67.3%+16.0pp | 72.1%+11.3pp | 69.5%+13.8pp |
| Annual return | 18.24% | 2305.64%-2287.4pp | 1166.11%-1147.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,228 | $2,690+57.1% | $3,336+26.7% | $3,607+17.2% |
| Admin fee / account holder | $12,055 | $4,013+200.4% | $6,420+87.8% | $5,124+135.2% |