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 | $190,036 | $93,571+103.1% | $135,903+39.8% | $75,163+152.8% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 17.10% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $123 | $3,537-96.5% | $4,856-97.5% | $2,670-95.4% |
| Participant deferral / active EE | $7,719 | $6,404+20.5% | $7,758-0.5% | $4,125+87.1% |
| Admin fee / account holder | $2,178 | $6,975-68.8% | $10,762-79.8% | $5,651-61.5% |