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 | $228,976 | $157,256+45.6% | $141,162+62.2% | $152,861+49.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.20% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $759 | $5,261-85.6% | $4,735-84.0% | $4,762-84.1% |
| Participant deferral / active EE | $12,528 | $7,109+76.2% | $6,709+86.7% | $5,850+114.1% |
| Admin fee / account holder | $116,743 | $12,120+863.2% | $10,261+1037.7% | $11,596+906.7% |