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 | $245,637 | $85,766+186.4% | $136,294+80.2% | $70,131+250.3% |
| Participation rate | 72.8% | 74.2%-1.3pp | 81.9%-9.1pp | 69.5%+3.3pp |
| Annual return | 20.92% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,216 | $5,051+82.5% | $6,247+47.5% | $3,332+176.6% |
| Admin fee / account holder | $40,023 | $5,420+638.4% | $9,243+333.0% | $4,645+761.6% |