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 | $230,298 | $110,257+108.9% | $96,544+138.5% | $139,434+65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.21% | 26.32%-9.1pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $119 | $3,620-96.7% | $2,965-96.0% | $4,751-97.5% |
| Participant deferral / active EE | $4,254 | $5,548-23.3% | $4,851-12.3% | $6,710-36.6% |
| Admin fee / account holder | $20,849 | $11,591+79.9% | $8,252+152.6% | $11,403+82.8% |