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 | $217,672 | $102,966+111.4% | $90,281+141.1% | $152,861+42.4% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 19.80% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,808 | $4,281+12.3% | $3,885+23.7% | $5,850-17.8% |
| Admin fee / account holder | $5,675 | $6,171-8.0% | $5,351+6.0% | $11,596-51.1% |