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 | $145,760 | $89,355+63.1% | $141,162+3.3% | $72,985+99.7% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 21.55% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $143 | $3,114-95.4% | $4,735-97.0% | $2,440-94.1% |
| Participant deferral / active EE | $10,219 | $5,418+88.6% | $6,709+52.3% | $3,607+183.3% |
| Admin fee / account holder | $1,500 | $5,958-74.8% | $10,261-85.4% | $5,124-70.7% |