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 | $163,959 | $49,173+233.4% | $121,098+35.4% | $75,163+118.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.01% | 55.99%-42.0pp | 985.75%-971.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $13 | $1,546-99.2% | $4,164-99.7% | $2,670-99.5% |
| Participant deferral / active EE | $6,380 | $2,628+142.8% | $4,080+56.4% | $4,125+54.7% |
| Admin fee / account holder | $71,460 | $3,942+1712.9% | $5,644+1166.0% | $5,651+1164.6% |