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 | $68,948 | $102,382-32.7% | $147,005-53.1% | $80,874-14.7% |
| Participation rate | 91.1% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 62.25% | 134.89%-72.6pp | 418.76%-356.5pp | 35.62%+26.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,501 | $6,646+148.3% | $8,070+104.5% | $4,297+284.0% |
| Admin fee / account holder | $4,719 | $7,942-40.6% | $13,006-63.7% | $6,935-32.0% |