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 | $139,030 | $162,781-14.6% | $133,956+3.8% | $158,922-12.5% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 10.33% | 41.94%-31.6pp | 45.09%-34.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,233 | $5,911-11.5% | $5,048+3.7% | $5,982-12.5% |
| Admin fee / account holder | $36,332 | $11,736+209.6% | $8,927+307.0% | $11,246+223.1% |