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 | $80,597 | $77,145+4.5% | $108,410-25.7% | $85,850-6.1% |
| Participation rate | 91.2% | 74.7%+16.5pp | 80.1%+11.0pp | 69.3%+21.9pp |
| Annual return | 16.18% | 44.54%-28.4pp | 905.27%-889.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,864 | $5,566+113.1% | $6,563+80.8% | $3,952+200.2% |
| Admin fee / account holder | $16,622 | $5,172+221.4% | $7,295+127.9% | $6,260+165.5% |