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 | $148,193 | $79,171+87.2% | $102,423+44.7% | $74,495+98.9% |
| Participation rate | 76.7% | 74.8%+1.9pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 12.70% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $689 | $2,362-70.8% | $3,023-77.2% | $2,623-73.7% |
| Participant deferral / active EE | $4,582 | $4,415+3.8% | $5,053-9.3% | $4,346+5.4% |
| Admin fee / account holder | $7,154 | $2,001+257.6% | $9,451-24.3% | $1,942+268.4% |