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 | $233,484 | $99,985+133.5% | $146,665+59.2% | $85,850+172.0% |
| Participation rate | 92.1% | 73.1%+19.0pp | 80.1%+12.0pp | 69.3%+22.8pp |
| Annual return | 12.50% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $14 | $2,559-99.4% | $4,136-99.7% | $2,565-99.4% |
| Participant deferral / active EE | $9,689 | $4,006+141.9% | $5,506+76.0% | $3,952+145.2% |
| Admin fee / account holder | $11,478 | $7,702+49.0% | $10,280+11.7% | $6,260+83.4% |