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 | $142,886 | $117,381+21.7% | $99,443+43.7% | $152,861-6.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 22.52% | 31.87%-9.3pp | 30.72%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,519 | $4,086+59.6% | $3,619+80.2% | $5,850+11.4% |
| Admin fee / account holder | $36,667 | $7,631+380.5% | $6,250+486.6% | $11,596+216.2% |