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 | $101,093 | $105,998-4.6% | $92,233+9.6% | $147,584-31.5% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 20.30% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $485 | $4,333-88.8% | $3,679-86.8% | $4,876-90.0% |
| Participant deferral / active EE | $19,872 | $4,478+343.8% | $3,897+410.0% | $5,439+265.4% |
| Admin fee / account holder | $11,581 | $6,332+82.9% | $5,194+123.0% | $10,885+6.4% |