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 | $73,604 | $98,750-25.5% | $149,696-50.8% | $79,858-7.8% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 15.66% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $453 | $3,216-85.9% | $4,644-90.2% | $2,471-81.7% |
| Participant deferral / active EE | $4,529 | $5,680-20.3% | $6,842-33.8% | $3,740+21.1% |
| Admin fee / account holder | $15,968 | $6,053+163.8% | $9,309+71.5% | $5,306+200.9% |