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 | $37,492 | $65,561-42.8% | $86,188-56.5% | $75,163-50.1% |
| Participation rate | 70.7% | 60.5%+10.2pp | 69.0%+1.8pp | 67.2%+3.5pp |
| Annual return | 13.74% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $342 | $1,553-78.0% | $2,380-85.6% | $2,670-87.2% |
| Participant deferral / active EE | $3,437 | $3,024+13.7% | $3,985-13.8% | $4,125-16.7% |
| Admin fee / account holder | $3,681 | $5,474-32.8% | $6,852-46.3% | $5,651-34.9% |