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 | $121,237 | $102,317+18.5% | $146,958-17.5% | $80,856+49.9% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 14.58% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $752 | $3,713-79.7% | $4,933-84.7% | $2,755-72.7% |
| Participant deferral / active EE | $7,843 | $6,644+18.1% | $8,070-2.8% | $4,296+82.6% |
| Admin fee / account holder | $18,964 | $7,941+138.8% | $12,998+45.9% | $6,918+174.1% |