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 | $185,362 | $89,355+107.4% | $141,162+31.3% | $72,985+154.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.35% | 111.85%-83.5pp | 71.39%-43.0pp | 81.00%-52.7pp |
| Employer contribution / active EE | $306 | $3,114-90.2% | $4,735-93.5% | $2,440-87.5% |
| Participant deferral / active EE | $9,233 | $5,418+70.4% | $6,709+37.6% | $3,607+156.0% |
| Admin fee / account holder | $4,157 | $5,958-30.2% | $10,261-59.5% | $5,124-18.9% |