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 | $125,708 | $98,750+27.3% | $149,696-16.0% | $79,858+57.4% |
| Participation rate | 92.4% | 75.8%+16.7pp | 82.5%+9.9pp | 69.6%+22.8pp |
| Annual return | 15.77% | 27.43%-11.7pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,487 | $5,680+155.0% | $6,842+111.7% | $3,740+287.4% |
| Admin fee / account holder | $4,601 | $6,053-24.0% | $9,309-50.6% | $5,306-13.3% |