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 | $186,708 | $89,355+109.0% | $141,162+32.3% | $72,985+155.8% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 21.99% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,068 | $5,418+104.3% | $6,709+65.0% | $3,607+206.8% |
| Admin fee / account holder | $16,438 | $5,958+175.9% | $10,261+60.2% | $5,124+220.8% |