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 | $228,714 | $100,754+127.0% | $86,677+163.9% | $134,475+70.1% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -12.71% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $72 | $3,489-97.9% | $2,836-97.5% | $4,740-98.5% |
| Participant deferral / active EE | $6,271 | $5,338+17.5% | $4,656+34.7% | $6,400-2.0% |
| Admin fee / account holder | $12,707 | $10,926+16.3% | $7,493+69.6% | $11,426+11.2% |