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 | $101,206 | $106,515-5.0% | $96,683+4.7% | $139,434-27.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.66% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $72 | $4,103-98.3% | $3,737-98.1% | $4,751-98.5% |
| Participant deferral / active EE | $14,621 | $5,454+168.1% | $4,878+199.7% | $6,710+117.9% |
| Admin fee / account holder | $2,550 | $7,877-67.6% | $6,730-62.1% | $11,403-77.6% |