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 | $119,611 | $102,317+16.9% | $146,958-18.6% | $80,856+47.9% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+6.0pp | 67.6%+20.5pp |
| Annual return | 18.41% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $835 | $3,713-77.5% | $4,933-83.1% | $2,755-69.7% |
| Participant deferral / active EE | $6,433 | $6,644-3.2% | $8,070-20.3% | $4,296+49.8% |
| Admin fee / account holder | $4,955 | $7,941-37.6% | $12,998-61.9% | $6,918-28.4% |