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 | $79,017 | $69,207+14.2% | $64,056+23.4% | $139,434-43.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.57% | 45.88%-31.3pp | 33.69%-19.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,405 | $4,682-5.9% | $3,880+13.5% | $6,710-34.4% |
| Admin fee / account holder | $13,956 | $4,244+228.8% | $3,068+354.9% | $11,403+22.4% |