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 | $213,927 | $98,750+116.6% | $149,696+42.9% | $79,858+167.9% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.6pp |
| Annual return | 15.67% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $395 | $3,216-87.7% | $4,644-91.5% | $2,471-84.0% |
| Participant deferral / active EE | $8,702 | $5,680+53.2% | $6,842+27.2% | $3,740+132.7% |
| Admin fee / account holder | $4,912 | $6,053-18.8% | $9,309-47.2% | $5,306-7.4% |