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 | $143,429 | $171,164-16.2% | $127,761+12.3% | $152,861-6.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.0%-4.0pp | 82.4%-7.4pp |
| Annual return | 20.81% | 23.54%-2.7pp | 26.14%-5.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,168 | $7,038+72.9% | $6,021+102.1% | $5,850+108.0% |
| Admin fee / account holder | $22,986 | $14,530+58.2% | $9,395+144.6% | $11,596+98.2% |