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 | $98,044 | $63,346+54.8% | $92,233+6.3% | $70,131+39.8% |
| Participation rate | 79.2% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.7pp |
| Annual return | 16.07% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $289 | $2,471-88.3% | $3,679-92.1% | $2,342-87.6% |
| Participant deferral / active EE | $2,519 | $2,854-11.7% | $3,897-35.4% | $3,332-24.4% |
| Admin fee / account holder | $2,641 | $3,840-31.2% | $5,194-49.2% | $4,645-43.2% |