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 | $162,118 | $91,538+77.1% | $129,995+24.7% | $75,163+115.7% |
| Participation rate | 80.5% | 71.4%+9.0pp | 78.5%+2.0pp | 67.2%+13.3pp |
| Annual return | 18.90% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $123 | $2,845-95.7% | $4,320-97.2% | $2,670-95.4% |
| Participant deferral / active EE | $10,306 | $4,341+137.4% | $5,820+77.1% | $4,125+149.8% |
| Admin fee / account holder | $10,108 | $6,790+48.9% | $10,614-4.8% | $5,651+78.9% |