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 | $155,249 | $89,753+73.0% | $107,525+44.4% | $84,808+83.1% |
| Participation rate | 70.7% | 68.1%+2.7pp | 75.1%-4.3pp | 68.3%+2.4pp |
| Annual return | 15.25% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $747 | $3,113-76.0% | $3,754-80.1% | $2,631-71.6% |
| Participant deferral / active EE | $3,892 | $4,056-4.1% | $5,116-23.9% | $4,212-7.6% |
| Admin fee / account holder | $25,157 | $7,222+248.3% | $8,919+182.1% | $7,344+242.6% |