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 | $227,798 | $157,256+44.9% | $141,162+61.4% | $152,861+49.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.95% | 64.32%-38.4pp | 71.39%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $481 | $5,261-90.9% | $4,735-89.9% | $4,762-89.9% |
| Participant deferral / active EE | $13,800 | $7,109+94.1% | $6,709+105.7% | $5,850+135.9% |
| Admin fee / account holder | $2,332 | $12,120-80.8% | $10,261-77.3% | $11,596-79.9% |