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 | $177,921 | $89,355+99.1% | $141,162+26.0% | $72,985+143.8% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 23.29% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,058 | $5,418+48.7% | $6,709+20.1% | $3,607+123.4% |
| Admin fee / account holder | $13,572 | $5,958+127.8% | $10,261+32.3% | $5,124+164.9% |