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 | $199,932 | $111,535+79.3% | $105,223+90.0% | $137,256+45.7% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 15.24% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $458 | $3,939-88.4% | $3,689-87.6% | $4,156-89.0% |
| Participant deferral / active EE | $19,591 | $5,500+256.2% | $5,072+286.3% | $6,407+205.8% |
| Admin fee / account holder | $16,757 | $9,721+72.4% | $8,859+89.2% | $12,270+36.6% |