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 | $114,224 | $118,849-3.9% | $96,562+18.3% | $167,490-31.8% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 10.34% | 50.49%-40.2pp | 37.78%-27.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,840 | $4,616+48.2% | $3,849+77.7% | $6,341+7.9% |
| Admin fee / account holder | $3,750 | $8,065-53.5% | $6,181-39.3% | $12,309-69.5% |