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 | $152,782 | $78,705+94.1% | $117,854+29.6% | $70,131+117.9% |
| Participation rate | 75.6% | 73.2%+2.4pp | 79.7%-4.1pp | 69.5%+6.0pp |
| Annual return | 20.13% | 23.30%-3.2pp | 335.08%-314.9pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,401 | $3,297+94.1% | $4,482+42.8% | $3,332+92.1% |
| Admin fee / account holder | $5,294 | $5,065+4.5% | $8,020-34.0% | $4,645+14.0% |