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 | $115,364 | $108,919+5.9% | $100,391+14.9% | $145,922-20.9% |
| Participation rate | 81.3% | 82.9%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 17.31% | 57.88%-40.6pp | 49.20%-31.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,186 | $8,445-50.4% | $8,082-48.2% | $6,688-37.4% |
| Admin fee / account holder | $33,631 | $9,689+247.1% | $7,899+325.8% | $13,397+151.0% |