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 | $141,726 | $98,750+43.5% | $149,696-5.3% | $79,858+77.5% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 13.86% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,368 | $5,680+47.3% | $6,842+22.3% | $3,740+123.7% |
| Admin fee / account holder | $902 | $6,053-85.1% | $9,309-90.3% | $5,306-83.0% |