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 | $196,900 | $109,881+79.2% | $150,045+31.2% | $84,808+132.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.70% | 28.25%-13.5pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $381 | $3,561-89.3% | $4,693-91.9% | $2,631-85.5% |
| Participant deferral / active EE | $9,401 | $6,636+41.7% | $7,997+17.6% | $4,212+123.2% |
| Admin fee / account holder | $20,877 | $8,568+143.7% | $13,435+55.4% | $7,344+184.3% |