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 | $125,036 | $97,744+27.9% | $103,476+20.8% | $145,922-14.3% |
| Participation rate | 88.2% | 81.1%+7.1pp | 80.5%+7.7pp | 80.3%+8.0pp |
| Annual return | 13.70% | 25.41%-11.7pp | 23.90%-10.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,262 | $6,603+25.1% | $6,623+24.8% | $6,688+23.5% |
| Admin fee / account holder | $32,985 | $12,515+163.6% | $9,413+250.4% | $13,397+146.2% |