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 | $194,560 | $102,317+90.2% | $146,958+32.4% | $80,856+140.6% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.3pp | 67.6%+24.9pp |
| Annual return | 15.01% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5 | $3,713-99.9% | $4,933-99.9% | $2,755-99.8% |
| Participant deferral / active EE | $15,429 | $6,644+132.2% | $8,070+91.2% | $4,296+259.2% |
| Admin fee / account holder | $21,277 | $7,941+167.9% | $12,998+63.7% | $6,918+207.6% |