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 | $180,371 | $61,660+192.5% | $80,019+125.4% | $64,186+181.0% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 1.44% | -0.33%+1.8pp | 11.22%-9.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | -$1 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,210 | $2,968+176.6% | $3,686+122.8% | $3,470+136.6% |
| Admin fee / account holder | $47,421 | $5,417+775.4% | $6,521+627.2% | $4,888+870.1% |