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 | $225,436 | $89,753+151.2% | $107,525+109.7% | $84,808+165.8% |
| Participation rate | 70.3% | 68.1%+2.2pp | 75.1%-4.8pp | 68.3%+2.0pp |
| Annual return | 16.25% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $741 | $3,113-76.2% | $3,754-80.3% | $2,631-71.8% |
| Participant deferral / active EE | $7,937 | $4,056+95.7% | $5,116+55.2% | $4,212+88.5% |
| Admin fee / account holder | $25,235 | $7,222+249.4% | $8,919+182.9% | $7,344+243.6% |