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 5-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 | $201,428 | $124,281+62.1% | $109,143+84.6% | $167,490+20.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 47.26% | 26.04%+21.2pp | 25.75%+21.5pp | 478.56%-431.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,152 | $5,255-21.0% | $4,653-10.8% | $6,341-34.5% |
| Admin fee / account holder | $27,662 | $7,970+247.1% | $6,752+309.7% | $12,309+124.7% |