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 | $247,846 | $78,422+216.0% | $95,952+158.3% | $79,858+210.4% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 16.32% | 19.37%-3.0pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $42 | $1,945-97.9% | $2,541-98.4% | $2,471-98.3% |
| Participant deferral / active EE | $4,055 | $3,440+17.9% | $4,167-2.7% | $3,740+8.4% |
| Admin fee / account holder | $35,235 | $5,622+526.7% | $6,795+418.5% | $5,306+564.0% |