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 | $108,600 | $101,069+7.5% | $81,478+33.3% | $147,584-26.4% |
| Participation rate | 76.9% | 74.5%+2.5pp | 68.0%+9.0pp | 82.8%-5.9pp |
| Annual return | 17.92% | 32.40%-14.5pp | 38.78%-20.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $553 | $4,242-87.0% | $3,537-84.4% | $5,439-89.8% |
| Admin fee / account holder | $14,567 | $5,812+150.6% | $4,561+219.4% | $10,885+33.8% |