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 | $125,103 | $106,890+17.0% | $84,015+48.9% | $152,861-18.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 20.94% | 104.99%-84.1pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $32 | $2,734-98.8% | $1,983-98.4% | $4,762-99.3% |
| Participant deferral / active EE | $1,616 | $4,011-59.7% | $3,239-50.1% | $5,850-72.4% |
| Admin fee / account holder | $8,107 | $8,285-2.2% | $6,101+32.9% | $11,596-30.1% |