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 | $141,290 | $80,968+74.5% | $96,544+46.3% | $75,163+88.0% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 16.78% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,950 | $3,928+76.9% | $4,851+43.3% | $4,125+68.5% |
| Admin fee / account holder | $12,086 | $6,724+79.7% | $8,252+46.5% | $5,651+113.9% |