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 | $184,647 | $58,927+213.4% | $76,817+140.4% | $72,985+153.0% |
| Participation rate | 80.0% | 67.3%+12.7pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 24.24% | 2305.64%-2281.4pp | 1166.11%-1141.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,996 | $2,690+160.0% | $3,336+109.7% | $3,607+93.9% |
| Admin fee / account holder | $301 | $4,013-92.5% | $6,420-95.3% | $5,124-94.1% |