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 | $65,356 | $85,766-23.8% | $136,294-52.0% | $70,131-6.8% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.6pp | 69.5%+21.9pp |
| Annual return | 20.82% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $286 | $2,966-90.4% | $4,695-93.9% | $2,342-87.8% |
| Participant deferral / active EE | $4,883 | $5,051-3.3% | $6,247-21.8% | $3,332+46.6% |
| Admin fee / account holder | $6,038 | $5,420+11.4% | $9,243-34.7% | $4,645+30.0% |