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 | $171,899 | $89,753+91.5% | $107,525+59.9% | $84,808+102.7% |
| Participation rate | 87.9% | 68.1%+19.8pp | 75.1%+12.8pp | 68.3%+19.6pp |
| Annual return | 17.11% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,520 | $4,056+233.3% | $5,116+164.3% | $4,212+221.0% |
| Admin fee / account holder | $2,749 | $7,222-61.9% | $8,919-69.2% | $7,344-62.6% |