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 | $126,376 | $103,376+22.2% | $87,100+45.1% | $152,861-17.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.99% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $510 | $3,220-84.2% | $2,521-79.8% | $4,762-89.3% |
| Participant deferral / active EE | $5,266 | $4,778+10.2% | $4,049+30.1% | $5,850-10.0% |
| Admin fee / account holder | $1,100 | $12,205-91.0% | $7,497-85.3% | $11,596-90.5% |