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 | $154,045 | $126,519+21.8% | $106,201+45.1% | $145,959+5.5% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 8.32% | 225.10%-216.8pp | 116.26%-107.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,077 | $5,716-46.2% | $5,012-38.6% | $6,689-54.0% |
| Admin fee / account holder | $7,185 | $17,312-58.5% | $11,039-34.9% | $13,398-46.4% |