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 | $112,318 | $70,669+58.9% | $169,368-33.7% | $75,163+49.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.10% | 36.36%-21.3pp | 405.60%-390.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $443 | $2,211-79.9% | $4,013-89.0% | $2,670-83.4% |
| Participant deferral / active EE | $9,265 | $4,311+114.9% | $6,221+48.9% | $4,125+124.6% |
| Admin fee / account holder | $1,971 | $5,402-63.5% | $9,003-78.1% | $5,651-65.1% |