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 | $120,404 | $85,766+40.4% | $136,294-11.7% | $70,131+71.7% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 16.54% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $447 | $2,966-84.9% | $4,695-90.5% | $2,342-80.9% |
| Participant deferral / active EE | $3,259 | $5,051-35.5% | $6,247-47.8% | $3,332-2.2% |
| Admin fee / account holder | $11,990 | $5,420+121.2% | $9,243+29.7% | $4,645+158.1% |