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 | $182,243 | $78,705+131.6% | $117,854+54.6% | $70,131+159.9% |
| Participation rate | 96.8% | 73.2%+23.6pp | 79.7%+17.1pp | 69.5%+27.2pp |
| Annual return | 15.03% | 23.30%-8.3pp | 335.08%-320.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $131 | $2,223-94.1% | $3,786-96.5% | $2,342-94.4% |
| Participant deferral / active EE | $8,248 | $3,297+150.1% | $4,482+84.0% | $3,332+147.6% |
| Admin fee / account holder | $1,497 | $5,065-70.4% | $8,020-81.3% | $4,645-67.8% |