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 | $79,606 | $127,065-37.4% | $113,168-29.7% | $142,382-44.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.51% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $560 | $3,442-83.7% | $2,975-81.2% | $4,299-87.0% |
| Participant deferral / active EE | $3,473 | $5,716-39.2% | $5,107-32.0% | $6,507-46.6% |
| Admin fee / account holder | $38,533 | $15,736+144.9% | $12,068+219.3% | $12,624+205.2% |