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 | $142,166 | $73,933+92.3% | $96,683+47.0% | $75,163+89.1% |
| Participation rate | 78.8% | 66.4%+12.4pp | 74.3%+4.4pp | 67.2%+11.6pp |
| Annual return | 13.28% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $609 | $2,928-79.2% | $3,737-83.7% | $2,670-77.2% |
| Participant deferral / active EE | $6,077 | $3,659+66.1% | $4,878+24.6% | $4,125+47.3% |
| Admin fee / account holder | $26,915 | $5,216+416.0% | $6,730+300.0% | $5,651+376.3% |