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 | $188,471 | $122,239+54.2% | $184,203+2.3% | $74,495+153.0% |
| Participation rate | 76.2% | 85.5%-9.2pp | 86.8%-10.6pp | 67.2%+9.0pp |
| Annual return | 18.21% | 19.95%-1.7pp | 28.81%-10.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,885 | $7,139+122.5% | $9,131+74.0% | $4,346+265.5% |
| Admin fee / account holder | $9,818 | $1,260+679.4% | $13,901-29.4% | $1,942+405.6% |