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 | $239,905 | $85,766+179.7% | $136,294+76.0% | $70,131+242.1% |
| Participation rate | 74.5% | 74.2%+0.4pp | 81.9%-7.4pp | 69.5%+5.0pp |
| Annual return | 16.22% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,970 | $5,051+77.6% | $6,247+43.6% | $3,332+169.2% |
| Admin fee / account holder | $4,346 | $5,420-19.8% | $9,243-53.0% | $4,645-6.4% |