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 | $124,169 | $100,041+24.1% | $149,718-17.1% | $70,131+77.1% |
| Participation rate | 72.7% | 83.6%-10.9pp | 87.1%-14.3pp | 69.5%+3.2pp |
| Annual return | 21.21% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,090 | $4,983+122.6% | $6,569+68.8% | $3,332+232.8% |
| Admin fee / account holder | $11,229 | $8,286+35.5% | $11,283-0.5% | $4,645+141.7% |