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 6-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 | $121,474 | $95,416+27.3% | $185,823-34.6% | $85,850+41.5% |
| Participation rate | 81.4% | 68.8%+12.6pp | 81.7%-0.3pp | 69.3%+12.1pp |
| Annual return | 12.95% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,037 | $3,423+76.3% | $5,568+8.4% | $3,952+52.8% |
| Admin fee / account holder | $18,538 | $7,213+157.0% | $16,237+14.2% | $6,260+196.1% |