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 | $202,643 | $100,923+100.8% | $150,045+35.1% | $74,304+172.7% |
| Participation rate | 78.0% | 70.1%+7.9pp | 82.3%-4.4pp | 60.3%+17.6pp |
| Annual return | 15.95% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,846 | $6,709+61.7% | $7,997+35.6% | $3,767+187.9% |
| Admin fee / account holder | $18,128 | $2,767+555.2% | $13,435+34.9% | $2,969+510.6% |