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 | $193,944 | $98,750+96.4% | $149,696+29.6% | $79,858+142.9% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 46.39% | 27.43%+19.0pp | 276.60%-230.2pp | 31.71%+14.7pp |
| Employer contribution / active EE | $1 | $3,216-100.0% | $4,644-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $8,813 | $5,680+55.2% | $6,842+28.8% | $3,740+135.6% |
| Admin fee / account holder | $19,428 | $6,053+221.0% | $9,309+108.7% | $5,306+266.1% |