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 | $180,172 | $85,766+110.1% | $136,294+32.2% | $70,131+156.9% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 22.66% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $193 | $2,966-93.5% | $4,695-95.9% | $2,342-91.8% |
| Participant deferral / active EE | $11,322 | $5,051+124.1% | $6,247+81.2% | $3,332+239.8% |
| Admin fee / account holder | $4,893 | $5,420-9.7% | $9,243-47.1% | $4,645+5.3% |