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 | $107,702 | $56,114+91.9% | $96,139+12.0% | $85,850+25.5% |
| Participation rate | 89.3% | 56.7%+32.6pp | 68.4%+20.8pp | 69.3%+20.0pp |
| Annual return | 15.14% | 42.30%-27.2pp | 191.94%-176.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,345 | $2,859+226.8% | $4,349+114.9% | $3,952+136.5% |
| Admin fee / account holder | $10,514 | $3,768+179.0% | $5,537+89.9% | $6,260+68.0% |