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 | $127,863 | $84,233+51.8% | $170,442-25.0% | $70,131+82.3% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 13.18% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $26 | $3,387-99.2% | $5,433-99.5% | $2,342-98.9% |
| Participant deferral / active EE | $3,138 | $3,086+1.7% | $4,939-36.5% | $3,332-5.8% |
| Admin fee / account holder | $53,998 | $5,698+847.7% | $13,880+289.0% | $4,645+1062.4% |