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 | $110,154 | $102,317+7.7% | $146,958-25.0% | $80,856+36.2% |
| Participation rate | 71.9% | 75.8%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 16.55% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $312 | $3,713-91.6% | $4,933-93.7% | $2,755-88.7% |
| Participant deferral / active EE | $3,860 | $6,644-41.9% | $8,070-52.2% | $4,296-10.1% |
| Admin fee / account holder | $3,893 | $7,941-51.0% | $12,998-70.1% | $6,918-43.7% |