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 | $239,117 | $180,028+32.8% | $138,135+73.1% | $158,922+50.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.79% | 21.68%-7.9pp | 20.51%-6.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $900 | $7,470-88.0% | $5,587-83.9% | $4,761-81.1% |
| Participant deferral / active EE | $7,167 | $7,717-7.1% | $6,431+11.4% | $5,982+19.8% |
| Admin fee / account holder | $1,329 | $17,912-92.6% | $11,856-88.8% | $11,246-88.2% |