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 | $101,805 | $102,317-0.5% | $146,958-30.7% | $80,856+25.9% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.2%-9.9pp | 67.6%+4.6pp |
| Annual return | 12.22% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $703 | $3,713-81.1% | $4,933-85.8% | $2,755-74.5% |
| Participant deferral / active EE | $7,822 | $6,644+17.7% | $8,070-3.1% | $4,296+82.1% |
| Admin fee / account holder | $5,652 | $7,941-28.8% | $12,998-56.5% | $6,918-18.3% |