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 | $216,301 | $78,422+175.8% | $95,952+125.4% | $79,858+170.9% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 11.15% | 19.37%-8.2pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $357 | $1,945-81.6% | $2,541-85.9% | $2,471-85.5% |
| Participant deferral / active EE | $4,607 | $3,440+33.9% | $4,167+10.6% | $3,740+23.2% |
| Admin fee / account holder | $9,447 | $5,622+68.0% | $6,795+39.0% | $5,306+78.0% |