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 | $231,791 | $59,101+292.2% | $77,163+200.4% | $75,163+208.4% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.6%+9.0pp | 67.2%+11.4pp |
| Annual return | 19.95% | 26.71%-6.8pp | 37.87%-17.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,351 | $2,999+178.4% | $3,833+117.8% | $4,125+102.4% |
| Admin fee / account holder | $33,002 | $4,774+591.3% | $5,472+503.1% | $5,651+484.0% |