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 | $159,121 | $68,346+132.8% | $94,646+68.1% | $75,163+111.7% |
| Participation rate | 89.3% | 76.1%+13.2pp | 80.8%+8.5pp | 67.2%+22.1pp |
| Annual return | 20.52% | 616.93%-596.4pp | 156.71%-136.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,949 | $6,537-39.6% | $7,418-46.8% | $4,125-4.3% |
| Admin fee / account holder | $22,375 | $5,326+320.1% | $7,231+209.4% | $5,651+296.0% |