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 | $91,292 | $84,696+7.8% | $75,696+20.6% | $167,490-45.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 199.36%-183.7pp | 104.53%-88.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $12,590 | $4,580+174.9% | $3,821+229.5% | $6,341+98.5% |
| Admin fee / account holder | $26,009 | $5,355+385.7% | $3,619+618.7% | $12,309+111.3% |