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 | $139,386 | $58,927+136.5% | $76,817+81.5% | $72,985+91.0% |
| Participation rate | 82.4% | 67.3%+15.0pp | 72.1%+10.3pp | 69.5%+12.9pp |
| Annual return | 20.28% | 2305.64%-2285.4pp | 1166.11%-1145.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,376 | $2,690-11.7% | $3,336-28.8% | $3,607-34.1% |
| Admin fee / account holder | $5,724 | $4,013+42.6% | $6,420-10.8% | $5,124+11.7% |