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 | $209,137 | $76,367+173.9% | $93,606+123.4% | $72,985+186.5% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 20.06% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,010 | $3,538+98.1% | $4,069+72.3% | $3,607+94.3% |
| Admin fee / account holder | $19,322 | $6,838+182.6% | $7,888+144.9% | $5,124+277.1% |