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 | $110,679 | $100,041+10.6% | $149,718-26.1% | $70,131+57.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 14.37% | 27.43%-13.1pp | 1501.63%-1487.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,020 | $4,983-19.3% | $6,569-38.8% | $3,332+20.6% |
| Admin fee / account holder | $4,273 | $8,286-48.4% | $11,283-62.1% | $4,645-8.0% |