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 | $142,145 | $111,724+27.2% | $93,606+51.9% | $145,922-2.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 17.75% | 202.98%-185.2pp | 133.20%-115.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $110 | $3,090-96.5% | $2,420-95.5% | $4,660-97.6% |
| Participant deferral / active EE | $1,622 | $4,912-67.0% | $4,411-63.2% | $6,688-75.7% |
| Admin fee / account holder | $6,581 | $10,250-35.8% | $8,285-20.6% | $13,397-50.9% |