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 | $125,063 | $122,239+2.3% | $184,200-32.1% | $74,546+67.8% |
| Participation rate | 75.0% | 85.5%-10.5pp | 86.8%-11.8pp | 67.2%+7.8pp |
| Annual return | 16.24% | 19.95%-3.7pp | 28.80%-12.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $1,680 | $4,537-63.0% | $6,424-73.8% | $2,624-36.0% |
| Participant deferral / active EE | $6,351 | $7,139-11.0% | $9,132-30.5% | $4,347+46.1% |
| Admin fee / account holder | $35,605 | $1,260+2726.6% | $13,907+156.0% | $1,944+1732.0% |