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 | $53,430 | $47,479+12.5% | $62,929-15.1% | $82,448-35.2% |
| Participation rate | 81.4% | 66.9%+14.5pp | 73.1%+8.2pp | 68.1%+13.3pp |
| Annual return | 16.43% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,415 | $2,870+88.6% | $3,888+39.3% | $4,139+30.8% |
| Admin fee / account holder | $4,570 | $3,804+20.1% | $5,065-9.8% | $7,234-36.8% |