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 | $93,830 | $46,553+101.6% | $64,056+46.5% | $75,163+24.8% |
| Participation rate | 76.6% | 65.9%+10.6pp | 72.3%+4.3pp | 67.2%+9.4pp |
| Annual return | 18.09% | 26.03%-7.9pp | 33.69%-15.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,537 | $2,837+60.0% | $3,880+16.9% | $4,125+10.0% |
| Admin fee / account holder | $1,253 | $2,952-57.6% | $3,068-59.2% | $5,651-77.8% |