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 | $206,732 | $100,041+106.6% | $149,718+38.1% | $70,131+194.8% |
| Participation rate | 79.6% | 83.6%-4.0pp | 87.1%-7.4pp | 69.5%+10.1pp |
| Annual return | 13.47% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,856 | $4,983+158.0% | $6,569+95.7% | $3,332+285.9% |
| Admin fee / account holder | $35,731 | $8,286+331.2% | $11,283+216.7% | $4,645+669.2% |