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 | $51,016 | $214,378-76.2% | $200,582-74.6% | $142,382-64.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.90% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,159 | $6,841-83.1% | $6,419-81.9% | $4,299-73.0% |
| Participant deferral / active EE | $5,074 | $9,865-48.6% | $9,331-45.6% | $6,507-22.0% |
| Admin fee / account holder | $22,439 | $17,692+26.8% | $16,305+37.6% | $12,624+77.8% |