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 | $119,238 | $77,145+54.6% | $108,410+10.0% | $85,850+38.9% |
| Participation rate | 88.7% | 74.7%+14.0pp | 80.1%+8.5pp | 69.3%+19.4pp |
| Annual return | 15.22% | 44.54%-29.3pp | 905.27%-890.1pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,982 | $5,566-28.5% | $6,563-39.3% | $3,952+0.8% |
| Admin fee / account holder | $13,423 | $5,172+159.5% | $7,295+84.0% | $6,260+114.4% |