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 | $133,915 | $121,625+10.1% | $104,607+28.0% | $158,922-15.7% |
| Participation rate | 84.2% | 77.5%+6.7pp | 74.1%+10.1pp | 82.0%+2.3pp |
| Annual return | 10.95% | 465.26%-454.3pp | 340.46%-329.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,168 | $4,177-24.2% | $3,740-15.3% | $5,982-47.0% |
| Admin fee / account holder | $802 | $7,787-89.7% | $6,473-87.6% | $11,246-92.9% |