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 | $170,237 | $91,538+86.0% | $129,995+31.0% | $75,163+126.5% |
| Participation rate | 89.6% | 71.4%+18.1pp | 78.5%+11.1pp | 67.2%+22.4pp |
| Annual return | 18.56% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $458 | $2,845-83.9% | $4,320-89.4% | $2,670-82.9% |
| Participant deferral / active EE | $2,746 | $4,341-36.7% | $5,820-52.8% | $4,125-33.4% |
| Admin fee / account holder | $4,157 | $6,790-38.8% | $10,614-60.8% | $5,651-26.4% |