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 | $111,055 | $126,574-12.3% | $106,213+4.6% | $145,922-23.9% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 12.09% | 224.79%-212.7pp | 116.14%-104.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $361 | $3,730-90.3% | $3,171-88.6% | $4,660-92.2% |
| Participant deferral / active EE | $1,600 | $5,724-72.1% | $5,016-68.1% | $6,688-76.1% |
| Admin fee / account holder | $12,977 | $17,304-25.0% | $11,033+17.6% | $13,397-3.1% |