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 | $195,050 | $83,477+133.7% | $125,175+55.8% | $72,985+167.2% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.8pp | 69.5%+8.5pp |
| Annual return | 35.61% | 25.78%+9.8pp | 43.79%-8.2pp | 81.00%-45.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,642 | $3,585+85.3% | $4,937+34.5% | $3,607+84.1% |
| Admin fee / account holder | $47,192 | $5,517+755.3% | $9,702+386.4% | $5,124+820.9% |