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 | $210,312 | $59,101+255.9% | $77,163+172.6% | $75,163+179.8% |
| Participation rate | 84.9% | 63.9%+21.1pp | 69.6%+15.4pp | 67.2%+17.7pp |
| Annual return | 14.76% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,235 | $2,999+74.5% | $3,833+36.6% | $4,125+26.9% |
| Admin fee / account holder | $11,777 | $4,774+146.7% | $5,472+115.2% | $5,651+108.4% |