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 | $239,157 | $110,809+115.8% | $86,874+175.3% | $167,490+42.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 12.69% | 116.98%-104.3pp | 63.52%-50.8pp | 478.56%-465.9pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $17,763 | $4,546+290.7% | $3,699+380.2% | $6,341+180.1% |
| Admin fee / account holder | $20,236 | $8,415+140.5% | $5,828+247.2% | $12,309+64.4% |