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 | $183,961 | $63,346+190.4% | $92,233+99.5% | $70,131+162.3% |
| Participation rate | 73.1% | 68.7%+4.5pp | 76.5%-3.3pp | 69.5%+3.6pp |
| Annual return | 15.90% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $297 | $2,471-88.0% | $3,679-91.9% | $2,342-87.3% |
| Participant deferral / active EE | $7,905 | $2,854+177.0% | $3,897+102.9% | $3,332+137.3% |
| Admin fee / account holder | $13,136 | $3,840+242.1% | $5,194+152.9% | $4,645+182.8% |