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 | $77,565 | $102,317-24.2% | $146,958-47.2% | $80,856-4.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 12.44% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,547 | $6,644+179.2% | $8,070+129.8% | $4,296+331.7% |
| Admin fee / account holder | $7,856 | $7,941-1.1% | $12,998-39.6% | $6,918+13.6% |