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 | $124,783 | $63,346+97.0% | $92,233+35.3% | $70,131+77.9% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 13.48% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,800 | $2,854-1.9% | $3,897-28.1% | $3,332-16.0% |
| Admin fee / account holder | $14,455 | $3,840+276.4% | $5,194+178.3% | $4,645+211.2% |