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 | $239,701 | $83,902+185.7% | $167,512+43.1% | $84,808+182.6% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 16.65% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,851 | $4,442+144.3% | $6,405+69.4% | $4,212+157.6% |
| Admin fee / account holder | $6,814 | $7,915-13.9% | $9,769-30.3% | $7,344-7.2% |