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 | $64,407 | $115,770-44.4% | $101,248-36.4% | $158,922-59.5% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 14.96% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,810 | $4,957+17.2% | $4,370+32.9% | $5,982-2.9% |
| Admin fee / account holder | $6,122 | $7,245-15.5% | $5,945+3.0% | $11,246-45.6% |