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 | $133,414 | $114,381+16.6% | $107,525+24.1% | $142,382-6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.34% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $326 | $4,015-91.9% | $3,754-91.3% | $4,299-92.4% |
| Participant deferral / active EE | $4,615 | $5,564-17.1% | $5,116-9.8% | $6,507-29.1% |
| Admin fee / account holder | $62,509 | $9,860+534.0% | $8,919+600.9% | $12,624+395.2% |