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 | $103,009 | $111,724-7.8% | $93,606+10.0% | $145,922-29.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 10.32% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | -$6,433 | $3,090-308.2% | $2,420-365.9% | $4,660-238.1% |
| Participant deferral / active EE | $13,906 | $4,912+183.1% | $4,411+215.2% | $6,688+107.9% |
| Admin fee / account holder | $3,523 | $10,250-65.6% | $8,285-57.5% | $13,397-73.7% |