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 | $114,801 | $137,414-16.5% | $189,513-39.4% | $85,850+33.7% |
| Participation rate | 87.3% | 84.6%+2.7pp | 87.8%-0.5pp | 69.3%+18.0pp |
| Annual return | 18.36% | 38.14%-19.8pp | 555.15%-536.8pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,954 | $6,260+138.9% | $8,221+81.9% | $3,952+278.4% |
| Admin fee / account holder | $6,547 | $8,630-24.1% | $12,045-45.6% | $6,260+4.6% |