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 | $194,674 | $93,571+108.1% | $135,903+43.2% | $75,163+159.0% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 16.73% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $148 | $3,537-95.8% | $4,856-96.9% | $2,670-94.5% |
| Participant deferral / active EE | $3,821 | $6,404-40.3% | $7,758-50.7% | $4,125-7.4% |
| Admin fee / account holder | $11,976 | $6,975+71.7% | $10,762+11.3% | $5,651+111.9% |