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 | $179,599 | $86,286+108.1% | $111,297+61.4% | $85,850+109.2% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 18.47% | 19.99%-1.5pp | 54.65%-36.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $67 | $2,043-96.7% | $2,731-97.5% | $2,565-97.4% |
| Participant deferral / active EE | $3,355 | $3,641-7.8% | $4,487-25.2% | $3,952-15.1% |
| Admin fee / account holder | $5,717 | $8,188-30.2% | $7,964-28.2% | $6,260-8.7% |