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 | $121,931 | $105,998+15.0% | $92,233+32.2% | $147,584-17.4% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 19.70% | 50.05%-30.3pp | 176.28%-156.6pp | 578.55%-558.8pp |
| Employer contribution / active EE | $372 | $4,333-91.4% | $3,679-89.9% | $4,876-92.4% |
| Participant deferral / active EE | $3,041 | $4,478-32.1% | $3,897-22.0% | $5,439-44.1% |
| Admin fee / account holder | $10,834 | $6,332+71.1% | $5,194+108.6% | $10,885-0.5% |