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 | $189,887 | $85,766+121.4% | $136,294+39.3% | $70,131+170.8% |
| Participation rate | 78.5% | 74.2%+4.3pp | 81.9%-3.4pp | 69.5%+8.9pp |
| Annual return | 18.37% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,004 | $5,051+78.3% | $6,247+44.1% | $3,332+170.3% |
| Admin fee / account holder | $18,052 | $5,420+233.0% | $9,243+95.3% | $4,645+288.6% |