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 | $99,519 | $112,096-11.2% | $95,952+3.7% | $158,922-37.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 8.41% | 171.09%-162.7pp | 91.61%-83.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $364 | $3,198-88.6% | $2,541-85.7% | $4,761-92.3% |
| Participant deferral / active EE | $1,713 | $4,784-64.2% | $4,167-58.9% | $5,982-71.4% |
| Admin fee / account holder | $36,906 | $10,130+264.3% | $6,795+443.1% | $11,246+228.2% |