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 | $160,472 | $142,405+12.7% | $115,157+39.4% | $152,861+5.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.86% | 41.48%-17.6pp | 35.60%-11.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $700 | $4,010-82.6% | $3,179-78.0% | $4,762-85.3% |
| Participant deferral / active EE | $4,693 | $5,164-9.1% | $4,168+12.6% | $5,850-19.8% |
| Admin fee / account holder | $528 | $8,462-93.8% | $7,088-92.6% | $11,596-95.4% |