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 | $93,316 | $60,124+55.2% | $90,404+3.2% | $79,858+16.9% |
| Participation rate | 91.1% | 65.0%+26.1pp | 72.7%+18.4pp | 69.6%+21.5pp |
| Annual return | 19.15% | 71.94%-52.8pp | 1293.02%-1273.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,682 | $2,938+59.3% | $3,963+18.1% | $3,740+25.2% |
| Admin fee / account holder | $8,649 | $3,976+117.5% | $5,611+54.2% | $5,306+63.0% |