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 | $90,675 | $86,286+5.1% | $111,297-18.5% | $85,850+5.6% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 12.06% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $378 | $2,043-81.5% | $2,731-86.2% | $2,565-85.3% |
| Participant deferral / active EE | $2,813 | $3,641-22.7% | $4,487-37.3% | $3,952-28.8% |
| Admin fee / account holder | $42,668 | $8,188+421.1% | $7,964+435.8% | $6,260+581.6% |