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 | $219,762 | $144,119+52.5% | $117,854+86.5% | $147,584+48.9% |
| Participation rate | 95.0% | 83.4%+11.6pp | 79.7%+15.3pp | 82.8%+12.2pp |
| Annual return | 20.02% | 531.15%-511.1pp | 335.08%-315.1pp | 578.55%-558.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,057 | $5,316+126.8% | $4,482+169.0% | $5,439+121.7% |
| Admin fee / account holder | $4,274 | $10,886-60.7% | $8,020-46.7% | $10,885-60.7% |