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 | $82,449 | $102,317-19.4% | $146,958-43.9% | $80,856+2.0% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 16.11% | 134.76%-118.7pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $468 | $3,713-87.4% | $4,933-90.5% | $2,755-83.0% |
| Participant deferral / active EE | $5,690 | $6,644-14.4% | $8,070-29.5% | $4,296+32.5% |
| Admin fee / account holder | $1,796 | $7,941-77.4% | $12,998-86.2% | $6,918-74.0% |