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 | $143,131 | $60,124+138.1% | $90,404+58.3% | $79,858+79.2% |
| Participation rate | 85.9% | 65.0%+20.9pp | 72.7%+13.2pp | 69.6%+16.3pp |
| Annual return | 13.85% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,634 | $2,938+227.9% | $3,963+143.1% | $3,740+157.6% |
| Admin fee / account holder | $12,439 | $3,976+212.8% | $5,611+121.7% | $5,306+134.4% |