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 | $209,555 | $125,758+66.6% | $169,993+23.3% | $75,163+178.8% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.0%-9.9pp | 67.2%+10.0pp |
| Annual return | 19.77% | 27.20%-7.4pp | 53.37%-33.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,373 | $6,837+66.3% | $10,408+9.3% | $4,125+175.7% |
| Admin fee / account holder | $1,186 | $8,173-85.5% | $12,815-90.7% | $5,651-79.0% |