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 | $141,196 | $54,350+159.8% | $82,719+70.7% | $68,494+106.1% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | 0.84% | -13.67%+14.5pp | 701.18%-700.3pp | -7.84%+8.7pp |
| Employer contribution / active EE | $2 | $2,218-99.9% | $3,009-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $8,592 | $3,246+164.7% | $4,395+95.5% | $4,027+113.4% |
| Admin fee / account holder | $8,807 | $4,395+100.4% | $5,329+65.3% | $5,403+63.0% |