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 | $116,838 | $90,348+29.3% | $75,972+53.8% | $145,922-19.9% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 17.70% | 620.88%-603.2pp | 359.55%-341.8pp | 561.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,002 | $5,162-41.8% | $4,255-29.5% | $6,688-55.1% |
| Admin fee / account holder | $1,331 | $8,467-84.3% | $6,467-79.4% | $13,397-90.1% |