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 | $96,872 | $106,890-9.4% | $84,015+15.3% | $152,861-36.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 20.32% | 104.99%-84.7pp | 71.31%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,784 | $4,011+44.2% | $3,239+78.6% | $5,850-1.1% |
| Admin fee / account holder | $409 | $8,285-95.1% | $6,101-93.3% | $11,596-96.5% |