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 | $220,859 | $70,669+212.5% | $169,368+30.4% | $75,163+193.8% |
| Participation rate | 86.2% | 64.8%+21.4pp | 77.1%+9.1pp | 67.2%+19.0pp |
| Annual return | 17.50% | 36.36%-18.9pp | 405.60%-388.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,545 | $4,311+75.0% | $6,221+21.3% | $4,125+82.9% |
| Admin fee / account holder | $15,611 | $5,402+189.0% | $9,003+73.4% | $5,651+176.2% |