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 | $154,861 | $89,355+73.3% | $141,162+9.7% | $72,985+112.2% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 25.29% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $494 | $3,114-84.1% | $4,735-89.6% | $2,440-79.8% |
| Participant deferral / active EE | $10,888 | $5,418+101.0% | $6,709+62.3% | $3,607+201.8% |
| Admin fee / account holder | $16,102 | $5,958+170.3% | $10,261+56.9% | $5,124+214.2% |