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 | $127,642 | $65,409+95.1% | $98,442+29.7% | $85,850+48.7% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.9pp | 69.3%+19.9pp |
| Annual return | 17.33% | 21.76%-4.4pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,904 | $3,166+23.3% | $4,276-8.7% | $3,952-1.2% |
| Admin fee / account holder | $19,148 | $4,593+316.9% | $5,949+221.9% | $6,260+205.9% |