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 | $192,771 | $109,413+76.2% | $156,263+23.4% | $84,808+127.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.33% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $87 | $2,907-97.0% | $4,333-98.0% | $2,631-96.7% |
| Participant deferral / active EE | $6,617 | $4,590+44.2% | $6,158+7.4% | $4,212+57.1% |
| Admin fee / account holder | $48,095 | $9,357+414.0% | $14,255+237.4% | $7,344+554.9% |