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 | $92,329 | $85,766+7.7% | $136,294-32.3% | $70,131+31.7% |
| Participation rate | 79.3% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 19.49% | 31.45%-12.0pp | 5155.94%-5136.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $115 | $2,966-96.1% | $4,695-97.6% | $2,342-95.1% |
| Participant deferral / active EE | $15,504 | $5,051+206.9% | $6,247+148.2% | $3,332+365.3% |
| Admin fee / account holder | $9,230 | $5,420+70.3% | $9,243-0.1% | $4,645+98.7% |