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 | $77,680 | $69,515+11.7% | $86,874-10.6% | $85,850-9.5% |
| Participation rate | 87.5% | 66.3%+21.2pp | 71.6%+15.9pp | 69.3%+18.2pp |
| Annual return | 16.20% | 20.12%-3.9pp | 63.52%-47.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,647 | $2,919-9.3% | $3,699-28.4% | $3,952-33.0% |
| Admin fee / account holder | $3,726 | $5,972-37.6% | $5,828-36.1% | $6,260-40.5% |