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 | $96,348 | $74,888+28.7% | $71,209+35.3% | $142,382-32.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 14.89% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,150 | $4,454-29.3% | $4,175-24.6% | $6,507-51.6% |
| Admin fee / account holder | $947 | $5,568-83.0% | $5,349-82.3% | $12,624-92.5% |