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 | $128,369 | $115,882+10.8% | $100,516+27.7% | $158,922-19.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 19.07% | 34.79%-15.7pp | 30.89%-11.8pp | 302.83%-283.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,093 | $6,674+81.2% | $6,270+92.9% | $5,982+102.2% |
| Admin fee / account holder | $75,103 | $10,995+583.0% | $8,081+829.4% | $11,246+567.8% |