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 | $63,703+275.2% | $93,063+156.8% | $82,448+189.9% |
| Participation rate | 88.5% | 63.8%+24.6pp | 72.1%+16.3pp | 68.1%+20.4pp |
| Annual return | 14.41% | -775.43%+789.8pp | 34.15%-19.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $249 | $1,729-85.6% | $2,476-90.0% | $2,551-90.3% |
| Participant deferral / active EE | $8,335 | $2,919+185.5% | $3,958+110.6% | $4,139+101.4% |
| Admin fee / account holder | $2,700 | $5,982-54.9% | $6,033-55.2% | $7,234-62.7% |