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 | $93,067 | $116,175-19.9% | $93,606-0.6% | $152,861-39.1% |
| Participation rate | 86.7% | 78.0%+8.6pp | 75.8%+10.8pp | 82.4%+4.2pp |
| Annual return | 26.01% | 35.96%-9.9pp | 32.76%-6.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $131 | $3,218-95.9% | $2,718-95.2% | $4,762-97.2% |
| Participant deferral / active EE | $5,112 | $4,603+11.1% | $4,069+25.6% | $5,850-12.6% |
| Admin fee / account holder | $37,821 | $10,748+251.9% | $7,888+379.5% | $11,596+226.1% |