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 | $173,685 | $91,538+89.7% | $129,995+33.6% | $75,163+131.1% |
| Participation rate | 73.8% | 71.4%+2.4pp | 78.5%-4.6pp | 67.2%+6.7pp |
| Annual return | 14.44% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $616 | $2,845-78.3% | $4,320-85.7% | $2,670-76.9% |
| Participant deferral / active EE | $6,164 | $4,341+42.0% | $5,820+5.9% | $4,125+49.4% |
| Admin fee / account holder | $1,599 | $6,790-76.5% | $10,614-84.9% | $5,651-71.7% |