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 | $175,512 | $55,706+215.1% | $75,886+131.3% | $72,985+140.5% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.3%+14.1pp | 69.5%+13.8pp |
| Annual return | 20.52% | 27.59%-7.1pp | 30.76%-10.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $11 | $1,687-99.3% | $2,500-99.5% | $2,440-99.5% |
| Participant deferral / active EE | $8,020 | $2,634+204.5% | $3,603+122.6% | $3,607+122.3% |
| Admin fee / account holder | $1,802 | $3,978-54.7% | $5,418-66.7% | $5,124-64.8% |