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 | $129,130 | $209,411-38.3% | $178,490-27.7% | $158,922-18.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 8.83% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,043 | $5,706-81.7% | $5,011-79.2% | $4,761-78.1% |
| Participant deferral / active EE | $2,376 | $5,954-60.1% | $5,202-54.3% | $5,982-60.3% |
| Admin fee / account holder | $157,076 | $17,074+819.9% | $13,984+1023.3% | $11,246+1296.8% |