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 | $88,789 | $183,519-51.6% | $155,509-42.9% | $145,922-39.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.95% | 61.17%-34.2pp | 64.67%-37.7pp | 561.29%-534.3pp |
| Employer contribution / active EE | $941 | $5,313-82.3% | $4,672-79.9% | $4,660-79.8% |
| Participant deferral / active EE | $6,542 | $6,462+1.2% | $5,626+16.3% | $6,688-2.2% |
| Admin fee / account holder | $28,031 | $19,313+45.1% | $15,912+76.2% | $13,397+109.2% |