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 | $147,526 | $101,724+45.0% | $164,813-10.5% | $80,856+82.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.12% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | -$27 | $2,953-100.9% | $4,341-100.6% | $2,755-101.0% |
| Participant deferral / active EE | $10,597 | $4,477+136.7% | $6,031+75.7% | $4,296+146.7% |
| Admin fee / account holder | $19,526 | $8,227+137.3% | $12,690+53.9% | $6,918+182.2% |