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 | $110,185 | $102,317+7.7% | $146,958-25.0% | $80,856+36.3% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 17.49% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | -$1,160 | $3,713-131.2% | $4,933-123.5% | $2,755-142.1% |
| Participant deferral / active EE | $7,588 | $6,644+14.2% | $8,070-6.0% | $4,296+76.6% |
| Admin fee / account holder | $18,064 | $7,941+127.5% | $12,998+39.0% | $6,918+161.1% |