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 | $168,941 | $70,669+139.1% | $169,368-0.3% | $75,163+124.8% |
| Participation rate | 97.1% | 64.8%+32.4pp | 77.1%+20.0pp | 67.2%+30.0pp |
| Annual return | 14.49% | 36.36%-21.9pp | 405.60%-391.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $370 | $2,211-83.3% | $4,013-90.8% | $2,670-86.2% |
| Participant deferral / active EE | $11,883 | $4,311+175.7% | $6,221+91.0% | $4,125+188.1% |
| Admin fee / account holder | $36,035 | $5,402+567.0% | $9,003+300.2% | $5,651+537.7% |