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 | $109,928 | $115,770-5.0% | $101,248+8.6% | $158,922-30.8% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 18.34% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,147 | $4,957+84.5% | $4,370+109.3% | $5,982+52.9% |
| Admin fee / account holder | $20,063 | $7,245+176.9% | $5,945+237.4% | $11,246+78.4% |