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 | $115,560 | $115,770-0.2% | $101,248+14.1% | $158,922-27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.27% | 56.14%-46.9pp | 46.47%-37.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $406 | $4,175-90.3% | $3,660-88.9% | $4,761-91.5% |
| Participant deferral / active EE | $2,276 | $4,957-54.1% | $4,370-47.9% | $5,982-61.9% |
| Admin fee / account holder | $10,840 | $7,245+49.6% | $5,945+82.3% | $11,246-3.6% |