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 | $123,499 | $124,281-0.6% | $109,143+13.2% | $167,490-26.3% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 10.24% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,047 | $5,255+91.2% | $4,653+115.9% | $6,341+58.4% |
| Admin fee / account holder | $45,698 | $7,970+473.4% | $6,752+576.8% | $12,309+271.3% |