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 | $102,185 | $70,669+44.6% | $169,368-39.7% | $75,163+35.9% |
| Participation rate | 96.8% | 64.8%+32.0pp | 77.1%+19.6pp | 67.2%+29.6pp |
| Annual return | 20.83% | 36.36%-15.5pp | 405.60%-384.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,075 | $4,311+156.9% | $6,221+78.0% | $4,125+168.5% |
| Admin fee / account holder | $1,046 | $5,402-80.6% | $9,003-88.4% | $5,651-81.5% |