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 | $164,713 | $162,781+1.2% | $133,956+23.0% | $158,922+3.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.77% | 41.94%-24.2pp | 45.09%-27.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $677 | $4,975-86.4% | $3,919-82.7% | $4,761-85.8% |
| Participant deferral / active EE | $8,697 | $5,911+47.1% | $5,048+72.3% | $5,982+45.4% |
| Admin fee / account holder | $31,156 | $11,736+165.5% | $8,927+249.0% | $11,246+177.0% |