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 | $165,861 | $85,766+93.4% | $136,294+21.7% | $70,131+136.5% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 15.22% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,309 | $5,051+84.3% | $6,247+49.0% | $3,332+179.4% |
| Admin fee / account holder | $5,448 | $5,420+0.5% | $9,243-41.1% | $4,645+17.3% |