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 | $248,192 | $93,571+165.2% | $135,903+82.6% | $75,163+230.2% |
| Participation rate | 83.1% | 75.2%+7.9pp | 81.9%+1.1pp | 67.2%+15.9pp |
| Annual return | 23.12% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,311 | $6,404+29.8% | $7,758+7.1% | $4,125+101.5% |
| Admin fee / account holder | $7,026 | $6,975+0.7% | $10,762-34.7% | $5,651+24.3% |