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 | $180,333 | $117,841+53.0% | $102,423+76.1% | $145,922+23.6% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 8.97% | 31.65%-22.7pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $116 | $3,615-96.8% | $3,023-96.2% | $4,660-97.5% |
| Participant deferral / active EE | $4,166 | $5,731-27.3% | $5,053-17.5% | $6,688-37.7% |
| Admin fee / account holder | $112,687 | $13,326+745.6% | $9,451+1092.4% | $13,397+741.1% |