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 | $142,215 | $70,428+101.9% | $96,562+47.3% | $85,850+65.7% |
| Participation rate | 76.8% | 61.8%+15.0pp | 69.8%+7.0pp | 69.3%+7.5pp |
| Annual return | 15.99% | 18.59%-2.6pp | 37.78%-21.8pp | 318.53%-302.5pp |
| Employer contribution / active EE | $7 | $1,413-99.5% | $2,356-99.7% | $2,565-99.7% |
| Participant deferral / active EE | $4,409 | $2,894+52.3% | $3,849+14.5% | $3,952+11.6% |
| Admin fee / account holder | $801 | $4,997-84.0% | $6,181-87.0% | $6,260-87.2% |