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 | $236,672 | $79,449+197.9% | $189,557+24.9% | $85,850+175.7% |
| Participation rate | 93.3% | 66.0%+27.3pp | 78.4%+14.9pp | 69.3%+24.0pp |
| Annual return | 14.48% | 18.45%-4.0pp | 64.17%-49.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,221 | $4,051+78.2% | $6,174+17.0% | $3,952+82.7% |
| Admin fee / account holder | $555 | $5,377-89.7% | $9,807-94.3% | $6,260-91.1% |