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 | $153,269 | $49,922+207.0% | $80,569+90.2% | $75,163+103.9% |
| Participation rate | 83.1% | 55.3%+27.7pp | 67.0%+16.1pp | 67.2%+15.9pp |
| Annual return | 18.52% | 34.69%-16.2pp | 935.43%-916.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $171 | $1,698-89.9% | $2,723-93.7% | $2,670-93.6% |
| Participant deferral / active EE | $6,507 | $2,990+117.6% | $4,447+46.3% | $4,125+57.7% |
| Admin fee / account holder | $10,904 | $3,577+204.8% | $5,377+102.8% | $5,651+93.0% |