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 | $120,980 | $77,314+56.5% | $177,989-32.0% | $80,856+49.6% |
| Participation rate | 81.7% | 65.7%+16.0pp | 77.1%+4.6pp | 67.6%+14.1pp |
| Annual return | 16.95% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,732 | $4,411+98.0% | $6,276+39.1% | $4,296+103.3% |
| Admin fee / account holder | $3,486 | $7,191-51.5% | $10,363-66.4% | $6,918-49.6% |