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 | $82,509 | $197,591-58.2% | $177,821-53.6% | $158,922-48.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.18% | 58.76%-21.6pp | 48.32%-11.1pp | 302.83%-265.6pp |
| Employer contribution / active EE | $1,372 | $6,697-79.5% | $5,918-76.8% | $4,761-71.2% |
| Participant deferral / active EE | $13,222 | $8,405+57.3% | $7,714+71.4% | $5,982+121.0% |
| Admin fee / account holder | $1,250 | $15,399-91.9% | $12,427-89.9% | $11,246-88.9% |