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 | $27,012 | $102,317-73.6% | $146,958-81.6% | $80,856-66.6% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 29.14% | 134.76%-105.6pp | 418.34%-389.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,747 | $6,644+61.8% | $8,070+33.2% | $4,296+150.2% |
| Admin fee / account holder | $12,693 | $7,941+59.8% | $12,998-2.3% | $6,918+83.5% |