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 | $110,471 | $104,251+6.0% | $91,001+21.4% | $147,584-25.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.31% | 27.06%-11.8pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $362 | $3,116-88.4% | $2,456-85.2% | $4,876-92.6% |
| Participant deferral / active EE | $2,417 | $4,195-42.4% | $3,547-31.9% | $5,439-55.6% |
| Admin fee / account holder | $41,790 | $8,948+367.0% | $5,417+671.4% | $10,885+283.9% |