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 | $158,944 | $129,217+23.0% | $93,406+70.2% | $158,9220% |
| Participation rate | 77.8% | 71.0%+6.8pp | 66.8%+11.0pp | 82.0%-4.2pp |
| Annual return | 14.51% | 118.21%-103.7pp | 78.05%-63.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,091 | $3,909+30.2% | $3,126+62.9% | $5,982-14.9% |
| Admin fee / account holder | $5,704 | $7,383-22.7% | $5,230+9.1% | $11,246-49.3% |