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 | $204,693 | $59,839+242.1% | $81,983+149.7% | $79,858+156.3% |
| Participation rate | 82.2% | 61.6%+20.6pp | 69.2%+13.0pp | 69.6%+12.6pp |
| Annual return | 13.85% | 17.56%-3.7pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4 | $1,713-99.7% | $2,498-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $8,714 | $2,695+223.3% | $3,722+134.1% | $3,740+133.0% |
| Admin fee / account holder | $12,845 | $4,287+199.6% | $5,664+126.8% | $5,306+142.1% |