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 | $64,896 | $121,625-46.6% | $104,607-38.0% | $158,922-59.2% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 6.39% | 465.26%-458.9pp | 340.46%-334.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,925 | $4,177-6.1% | $3,740+4.9% | $5,982-34.4% |
| Admin fee / account holder | $1,326 | $7,787-83.0% | $6,473-79.5% | $11,246-88.2% |