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 | $131,636 | $87,733+50.0% | $106,548+23.5% | $85,850+53.3% |
| Participation rate | 76.2% | 71.9%+4.3pp | 76.1%+0.1pp | 69.3%+6.9pp |
| Annual return | 21.05% | 21.86%-0.8pp | 26.80%-5.8pp | 318.53%-297.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,679 | $3,469+6.0% | $4,398-16.4% | $3,952-6.9% |
| Admin fee / account holder | $29,494 | $6,767+335.8% | $7,407+298.2% | $6,260+371.2% |