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 | $188,438 | $91,407+106.2% | $135,903+38.7% | $71,457+163.7% |
| Participation rate | 77.5% | 75.7%+1.8pp | 81.9%-4.5pp | 67.9%+9.5pp |
| Annual return | 17.55% | 29.90%-12.3pp | 68.23%-50.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,228 | $7,092+72.4% | $7,758+57.6% | $4,289+185.1% |
| Admin fee / account holder | $5,732 | $1,266+352.8% | $10,762-46.7% | $1,587+261.1% |