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 5-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 | $54,646 | $70,606-22.6% | $53,898+1.4% | $142,382-61.6% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 15.46% | 619.81%-604.4pp | 528.60%-513.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,516 | $2,364+387.1% | $1,826+530.6% | $6,507+77.0% |
| Admin fee / account holder | $13,715 | $2,852+381.0% | $2,491+450.6% | $12,624+8.6% |