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 | $130,966 | $90,745+44.3% | $130,231+0.6% | $75,163+74.2% |
| Participation rate | 93.8% | 71.1%+22.7pp | 76.3%+17.5pp | 67.2%+26.6pp |
| Annual return | 16.23% | 34.45%-18.2pp | 38.77%-22.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,088 | $5,362+88.1% | $6,799+48.4% | $4,125+144.5% |
| Admin fee / account holder | $24,598 | $6,331+288.5% | $6,020+308.6% | $5,651+335.3% |