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 | $125,222 | $102,317+22.4% | $146,958-14.8% | $80,856+54.9% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.6pp | 67.6%+12.0pp |
| Annual return | 20.84% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $677 | $3,713-81.8% | $4,933-86.3% | $2,755-75.4% |
| Participant deferral / active EE | $6,797 | $6,644+2.3% | $8,070-15.8% | $4,296+58.2% |
| Admin fee / account holder | $18,856 | $7,941+137.4% | $12,998+45.1% | $6,918+172.6% |