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 | $107,129 | $112,096-4.4% | $95,952+11.6% | $158,922-32.6% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 10.38% | 171.09%-160.7pp | 91.61%-81.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $433 | $3,198-86.5% | $2,541-83.0% | $4,761-90.9% |
| Participant deferral / active EE | $1,902 | $4,784-60.2% | $4,167-54.4% | $5,982-68.2% |
| Admin fee / account holder | $349 | $10,130-96.6% | $6,795-94.9% | $11,246-96.9% |