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 | $187,378 | $60,124+211.7% | $90,404+107.3% | $79,858+134.6% |
| Participation rate | 81.3% | 65.0%+16.3pp | 72.7%+8.6pp | 69.6%+11.6pp |
| Annual return | 13.71% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,825 | $2,938+234.4% | $3,963+147.9% | $3,740+162.7% |
| Admin fee / account holder | $69,722 | $3,976+1653.4% | $5,611+1142.6% | $5,306+1214.0% |