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 | $150,876 | $102,317+47.5% | $146,958+2.7% | $80,856+86.6% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.2%+0.5pp | 67.6%+15.1pp |
| Annual return | 17.78% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $855 | $3,713-77.0% | $4,933-82.7% | $2,755-69.0% |
| Participant deferral / active EE | $8,177 | $6,644+23.1% | $8,070+1.3% | $4,296+90.3% |
| Admin fee / account holder | $17,881 | $7,941+125.2% | $12,998+37.6% | $6,918+158.5% |