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 | $137,921 | $112,096+23.0% | $95,952+43.7% | $158,922-13.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 8.33% | 171.09%-162.8pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $27 | $3,198-99.1% | $2,541-98.9% | $4,761-99.4% |
| Participant deferral / active EE | $4,114 | $4,784-14.0% | $4,167-1.3% | $5,982-31.2% |
| Admin fee / account holder | $9,454 | $10,130-6.7% | $6,795+39.1% | $11,246-15.9% |