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 3-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 | $170,359 | $102,317+66.5% | $146,958+15.9% | $80,856+110.7% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 16.20% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $776 | $3,713-79.1% | $4,933-84.3% | $2,755-71.8% |
| Participant deferral / active EE | $12,977 | $6,644+95.3% | $8,070+60.8% | $4,296+202.1% |
| Admin fee / account holder | $4,527 | $7,941-43.0% | $12,998-65.2% | $6,918-34.6% |