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 | $172,756 | $88,672+94.8% | $105,223+64.2% | $82,448+109.5% |
| Participation rate | 78.9% | 67.9%+11.0pp | 75.0%+3.9pp | 68.1%+10.9pp |
| Annual return | 13.59% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $657 | $3,048-78.5% | $3,689-82.2% | $2,551-74.3% |
| Participant deferral / active EE | $5,836 | $4,036+44.6% | $5,072+15.1% | $4,139+41.0% |
| Admin fee / account holder | $18,251 | $7,146+155.4% | $8,859+106.0% | $7,234+152.3% |