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 | $71,423 | $102,317-30.2% | $146,958-51.4% | $80,856-11.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 94.20% | 134.76%-40.6pp | 418.34%-324.1pp | 35.59%+58.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,952 | $6,644+34.7% | $8,070+10.9% | $4,296+108.4% |
| Admin fee / account holder | $3,608 | $7,941-54.6% | $12,998-72.2% | $6,918-47.8% |