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 | $85,617 | $98,750-13.3% | $149,696-42.8% | $79,858+7.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 18.47% | 27.43%-9.0pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,534 | $5,680-37.8% | $6,842-48.3% | $3,740-5.5% |
| Admin fee / account holder | $576 | $6,053-90.5% | $9,309-93.8% | $5,306-89.1% |