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 | $208,446 | $89,355+133.3% | $141,162+47.7% | $72,985+185.6% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-9.0pp | 69.5%+4.0pp |
| Annual return | 21.64% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,155 | $5,418+105.9% | $6,709+66.3% | $3,607+209.2% |
| Admin fee / account holder | $1,007 | $5,958-83.1% | $10,261-90.2% | $5,124-80.3% |