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 | $96,492 | $135,952-29.0% | $123,892-22.1% | $273,961-64.8% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 191.02% | 56.63%+134.4pp | 47.52%+143.5pp | 41.45%+149.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,851 | $6,343+39.5% | $5,984+47.9% | $5,287+67.4% |
| Admin fee / account holder | $8,317 | $9,817-15.3% | $8,357-0.5% | $10,132-17.9% |