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 5-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 | $80,488 | $154,117-47.8% | $129,995-38.1% | $139,434-42.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 24.26% | 32.48%-8.2pp | -137.18%+161.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,066 | $5,289-79.8% | $4,320-75.3% | $4,751-77.6% |
| Participant deferral / active EE | $2,451 | $6,710-63.5% | $5,820-57.9% | $6,710-63.5% |
| Admin fee / account holder | $635 | $14,007-95.5% | $10,614-94.0% | $11,403-94.4% |