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 | $123,347 | $102,547+20.3% | $78,210+57.7% | $147,584-16.4% |
| Participation rate | 78.9% | 74.4%+4.5pp | 68.7%+10.2pp | 82.8%-3.9pp |
| Annual return | 10.09% | 51.08%-41.0pp | 40.90%-30.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,085 | $3,481+103.5% | $2,823+151.0% | $5,439+30.3% |
| Admin fee / account holder | $5,295 | $5,059+4.7% | $3,758+40.9% | $10,885-51.4% |