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 | $140,698 | $105,181+33.8% | $159,436-11.8% | $85,850+63.9% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 20.80% | 45.07%-24.3pp | 263.57%-242.8pp | 318.53%-297.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,510 | $5,945+177.7% | $7,352+124.6% | $3,952+317.8% |
| Admin fee / account holder | $11,697 | $6,933+68.7% | $10,799+8.3% | $6,260+86.9% |