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 | $213,602 | $99,032+115.7% | $80,019+166.9% | $135,375+57.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 3.04% | 15.39%-12.3pp | 11.22%-8.2pp | 519.73%-516.7pp |
| Employer contribution / active EE | $26 | $3,043-99.1% | $2,468-98.9% | $4,779-99.5% |
| Participant deferral / active EE | $2,265 | $4,282-47.1% | $3,686-38.6% | $5,609-59.6% |
| Admin fee / account holder | $19,354 | $10,436+85.5% | $6,521+196.8% | $10,827+78.8% |