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 | $190,539 | $98,750+93.0% | $149,696+27.3% | $79,858+138.6% |
| Participation rate | 90.1% | 75.8%+14.4pp | 82.5%+7.7pp | 69.6%+20.5pp |
| Annual return | 19.40% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | -$328 | $3,216-110.2% | $4,644-107.1% | $2,471-113.3% |
| Participant deferral / active EE | $10,886 | $5,680+91.7% | $6,842+59.1% | $3,740+191.1% |
| Admin fee / account holder | $2,843 | $6,053-53.0% | $9,309-69.5% | $5,306-46.4% |