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 | $238,439 | $124,425+91.6% | $112,040+112.8% | $137,256+73.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 10.28% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $463 | $3,411-86.4% | $2,954-84.3% | $4,156-88.9% |
| Participant deferral / active EE | $4,628 | $5,718-19.1% | $5,098-9.2% | $6,407-27.8% |
| Admin fee / account holder | $29,615 | $15,207+94.8% | $12,098+144.8% | $12,270+141.4% |