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 | $167,709 | $102,382+63.8% | $147,005+14.1% | $80,874+107.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 15.23% | 134.89%-119.7pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $55 | $3,715-98.5% | $4,934-98.9% | $2,756-98.0% |
| Participant deferral / active EE | $8,488 | $6,646+27.7% | $8,070+5.2% | $4,297+97.5% |
| Admin fee / account holder | $11,046 | $7,942+39.1% | $13,006-15.1% | $6,935+59.3% |