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 | $152,106 | $91,538+66.2% | $129,995+17.0% | $75,163+102.4% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 14.90% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,205 | $4,341+19.9% | $5,820-10.6% | $4,125+26.2% |
| Admin fee / account holder | $16,965 | $6,790+149.8% | $10,614+59.8% | $5,651+200.2% |