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 | $111,846 | $81,632+37.0% | $70,449+58.8% | $158,922-29.6% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 13.65% | 208.40%-194.8pp | 109.03%-95.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,884 | $4,554+51.2% | $3,709+85.6% | $5,982+15.1% |
| Admin fee / account holder | $11,656 | $6,193+88.2% | $3,845+203.1% | $11,246+3.7% |