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 | $180,691 | $109,982+64.3% | $97,226+85.8% | $145,922+23.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.07% | 242.90%-229.8pp | 75.13%-62.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $68 | $3,084-97.8% | $2,729-97.5% | $4,660-98.6% |
| Participant deferral / active EE | $5,694 | $4,676+21.8% | $4,264+33.5% | $6,688-14.9% |
| Admin fee / account holder | $969 | $6,221-84.4% | $5,654-82.9% | $13,397-92.8% |