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 | $169,522 | $157,256+7.8% | $141,162+20.1% | $152,861+10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.12% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $377 | $5,261-92.8% | $4,735-92.0% | $4,762-92.1% |
| Participant deferral / active EE | $4,835 | $7,109-32.0% | $6,709-27.9% | $5,850-17.3% |
| Admin fee / account holder | $88,267 | $12,120+628.3% | $10,261+760.2% | $11,596+661.2% |