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 | $239,440 | $74,888+219.7% | $71,209+236.2% | $142,382+68.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 14.58% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $311 | $2,854-89.1% | $2,721-88.6% | $4,299-92.8% |
| Participant deferral / active EE | $10,321 | $4,454+131.7% | $4,175+147.2% | $6,507+58.6% |
| Admin fee / account holder | $107,935 | $5,568+1838.4% | $5,349+1917.9% | $12,624+755.0% |