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 | $207,558 | $107,334+93.4% | $92,893+123.4% | $152,861+35.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.32% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $556 | $4,221-86.8% | $3,653-84.8% | $4,762-88.3% |
| Participant deferral / active EE | $12,156 | $4,845+150.9% | $4,236+187.0% | $5,850+107.8% |
| Admin fee / account holder | $69,922 | $7,079+887.7% | $5,794+1106.8% | $11,596+503.0% |