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 | $174,275 | $176,056-1.0% | $159,436+9.3% | $167,490+4.1% |
| Participation rate | 72.2% | 84.9%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 11.35% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,164 | $7,750-20.5% | $7,352-16.2% | $6,341-2.8% |
| Admin fee / account holder | $4,868 | $12,554-61.2% | $10,799-54.9% | $12,309-60.5% |