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 | $85,960 | $85,766+0.2% | $136,294-36.9% | $70,131+22.6% |
| Participation rate | 85.2% | 74.2%+11.1pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 16.37% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $52 | $2,966-98.2% | $4,695-98.9% | $2,342-97.8% |
| Participant deferral / active EE | $7,005 | $5,051+38.7% | $6,247+12.1% | $3,332+110.3% |
| Admin fee / account holder | $31,377 | $5,420+478.9% | $9,243+239.5% | $4,645+575.5% |