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 | $83,515 | $157,256-46.9% | $141,162-40.8% | $152,861-45.4% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 16.99% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,098 | $7,109-14.2% | $6,709-9.1% | $5,850+4.2% |
| Admin fee / account holder | $22,024 | $12,120+81.7% | $10,261+114.6% | $11,596+89.9% |