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 | $195,559 | $98,750+98.0% | $149,696+30.6% | $79,858+144.9% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+1.0pp |
| Annual return | 49.15% | 27.43%+21.7pp | 276.60%-227.5pp | 31.71%+17.4pp |
| Employer contribution / active EE | $501 | $3,216-84.4% | $4,644-89.2% | $2,471-79.7% |
| Participant deferral / active EE | $4,539 | $5,680-20.1% | $6,842-33.7% | $3,740+21.4% |
| Admin fee / account holder | $6,180 | $6,053+2.1% | $9,309-33.6% | $5,306+16.5% |