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 | $166,922 | $118,849+40.4% | $96,562+72.9% | $167,490-0.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 9.15% | 50.49%-41.3pp | 37.78%-28.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $458 | $3,120-85.3% | $2,356-80.6% | $4,837-90.5% |
| Participant deferral / active EE | $5,827 | $4,616+26.2% | $3,849+51.4% | $6,341-8.1% |
| Admin fee / account holder | $37,230 | $8,065+361.6% | $6,181+502.3% | $12,309+202.5% |