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 | $114,381+74.8% | $107,525+85.9% | $142,382+40.4% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 15.24% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $458 | $4,015-88.6% | $3,754-87.8% | $4,299-89.4% |
| Participant deferral / active EE | $19,591 | $5,564+252.1% | $5,116+283.0% | $6,507+201.1% |
| Admin fee / account holder | $16,757 | $9,860+69.9% | $8,919+87.9% | $12,624+32.7% |