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 | $148,442 | $101,069+46.9% | $81,478+82.2% | $147,584+0.6% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 44.96% | 32.40%+12.6pp | 38.78%+6.2pp | 578.55%-533.6pp |
| Employer contribution / active EE | $111 | $3,205-96.5% | $2,568-95.7% | $4,876-97.7% |
| Participant deferral / active EE | $3,794 | $4,242-10.5% | $3,537+7.3% | $5,439-30.2% |
| Admin fee / account holder | $47,018 | $5,812+709.0% | $4,561+930.9% | $10,885+331.9% |