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 | $230,401 | $105,181+119.1% | $159,436+44.5% | $85,850+168.4% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 16.71% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,055 | $5,945+102.8% | $7,352+64.0% | $3,952+205.1% |
| Admin fee / account holder | $694 | $6,933-90.0% | $10,799-93.6% | $6,260-88.9% |