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 | $90,680 | $93,571-3.1% | $135,903-33.3% | $75,163+20.6% |
| Participation rate | 77.3% | 75.2%+2.1pp | 81.9%-4.6pp | 67.2%+10.1pp |
| Annual return | 17.07% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $458 | $3,537-87.1% | $4,856-90.6% | $2,670-82.9% |
| Participant deferral / active EE | $3,281 | $6,404-48.8% | $7,758-57.7% | $4,125-20.5% |
| Admin fee / account holder | $16,154 | $6,975+131.6% | $10,762+50.1% | $5,651+185.9% |