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 9-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 | $154,979 | $77,314+100.5% | $177,989-12.9% | $80,856+91.7% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.6%+16.0pp |
| Annual return | 15.68% | 18.09%-2.4pp | 294.48%-278.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,953 | $4,411+148.3% | $6,276+74.5% | $4,296+155.0% |
| Admin fee / account holder | $11,801 | $7,191+64.1% | $10,363+13.9% | $6,918+70.6% |