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 | $153,225 | $118,680+29.1% | $98,907+54.9% | $158,922-3.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 6.59% | 372.35%-365.8pp | 196.43%-189.8pp | 302.83%-296.2pp |
| Employer contribution / active EE | $327 | $3,333-90.2% | $2,689-87.8% | $4,761-93.1% |
| Participant deferral / active EE | $1,555 | $5,088-69.4% | $4,244-63.4% | $5,982-74.0% |
| Admin fee / account holder | $210,921 | $10,131+1981.9% | $6,642+3075.8% | $11,246+1775.6% |