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 | $162,489 | $84,487+92.3% | $125,339+29.6% | $66,914+142.8% |
| Participation rate | 76.7% | 76.4%+0.3pp | 82.4%-5.7pp | 69.8%+6.9pp |
| Annual return | 20.26% | -8.39%+28.7pp | 572.05%-551.8pp | 1.58%+18.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,442 | $6,781+39.2% | $7,446+26.8% | $4,237+122.8% |
| Admin fee / account holder | $1,958 | $685+185.9% | $10,010-80.4% | $593+230.1% |