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 | $161,933 | $89,355+81.2% | $141,162+14.7% | $72,985+121.9% |
| Participation rate | 79.7% | 75.1%+4.5pp | 82.5%-2.8pp | 69.5%+10.2pp |
| Annual return | 22.15% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,041 | $5,418+30.0% | $6,709+4.9% | $3,607+95.2% |
| Admin fee / account holder | $21,163 | $5,958+255.2% | $10,261+106.2% | $5,124+313.0% |