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 | $146,957 | $149,734-1.9% | $118,925+23.6% | $158,922-7.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.10% | 19.95%-0.8pp | 35.88%-16.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $666 | $4,115-83.8% | $3,263-79.6% | $4,761-86.0% |
| Participant deferral / active EE | $15,291 | $5,223+192.8% | $4,265+258.5% | $5,982+155.6% |
| Admin fee / account holder | $37,789 | $8,603+339.2% | $6,581+474.3% | $11,246+236.0% |