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 | $239,019 | $64,839+268.6% | $95,585+150.1% | $84,808+181.8% |
| Participation rate | 88.5% | 63.8%+24.6pp | 72.1%+16.4pp | 68.3%+20.2pp |
| Annual return | 14.41% | -670.96%+685.4pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $249 | $1,759-85.9% | $2,527-90.2% | $2,631-90.6% |
| Participant deferral / active EE | $8,335 | $2,965+181.1% | $4,023+107.2% | $4,212+97.9% |
| Admin fee / account holder | $2,700 | $5,964-54.7% | $6,127-55.9% | $7,344-63.2% |