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 | $192,471 | $96,128+100.2% | $136,007+41.5% | $80,856+138.0% |
| Participation rate | 94.3% | 71.2%+23.1pp | 76.5%+17.9pp | 67.6%+26.7pp |
| Annual return | 15.49% | 28.71%-13.2pp | 579.32%-563.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $577 | $3,351-82.8% | $4,217-86.3% | $2,755-79.1% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,510 | $8,236-45.2% | $6,858-34.2% | $6,918-34.8% |