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 | $162,064 | $56,114+188.8% | $96,139+68.6% | $85,850+88.8% |
| Participation rate | 88.1% | 56.7%+31.4pp | 68.4%+19.7pp | 69.3%+18.8pp |
| Annual return | 20.08% | 42.30%-22.2pp | 191.94%-171.9pp | 318.53%-298.5pp |
| Employer contribution / active EE | $194 | $1,620-88.0% | $2,797-93.0% | $2,565-92.4% |
| Participant deferral / active EE | $5,166 | $2,859+80.7% | $4,349+18.8% | $3,952+30.7% |
| Admin fee / account holder | $10,939 | $3,768+190.3% | $5,537+97.6% | $6,260+74.8% |