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 | $196,950 | $117,983+66.9% | $101,794+93.5% | $142,382+38.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.20% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | -$19,236 | $2,773-793.8% | $2,289-940.4% | $4,299-547.4% |
| Participant deferral / active EE | $12,992 | $4,714+175.6% | $4,084+218.1% | $6,507+99.7% |
| Admin fee / account holder | $65,205 | $10,433+525.0% | $8,777+642.9% | $12,624+416.5% |