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 | $217,293 | $91,538+137.4% | $129,995+67.2% | $75,163+189.1% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 18.12% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,213 | $4,341+135.3% | $5,820+75.5% | $4,125+147.6% |
| Admin fee / account holder | $2,168 | $6,790-68.1% | $10,614-79.6% | $5,651-61.6% |