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 | $126,612 | $115,770+9.4% | $101,248+25.1% | $158,922-20.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 45.42% | 56.14%-10.7pp | 46.47%-1.0pp | 302.83%-257.4pp |
| Employer contribution / active EE | $247 | $4,175-94.1% | $3,660-93.3% | $4,761-94.8% |
| Participant deferral / active EE | $3,479 | $4,957-29.8% | $4,370-20.4% | $5,982-41.9% |
| Admin fee / account holder | $9,185 | $7,245+26.8% | $5,945+54.5% | $11,246-18.3% |