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 | $241,936 | $66,402+264.4% | $109,895+120.2% | $85,850+181.8% |
| Participation rate | 85.7% | 63.9%+21.8pp | 74.2%+11.5pp | 69.3%+16.4pp |
| Annual return | 12.73% | 19.59%-6.9pp | 29.45%-16.7pp | 318.53%-305.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,117 | $2,842+150.4% | $4,048+75.8% | $3,952+80.1% |
| Admin fee / account holder | $5,445 | $4,557+19.5% | $6,066-10.2% | $6,260-13.0% |