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 | $73,319 | $48,046+52.6% | $84,611-13.3% | $72,985+0.5% |
| Participation rate | 97.7% | 57.6%+40.1pp | 68.2%+29.4pp | 69.5%+28.2pp |
| Annual return | 24.11% | 37.38%-13.3pp | 258.74%-234.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,136 | $2,680+91.6% | $3,899+31.7% | $3,607+42.4% |
| Admin fee / account holder | $3,742 | $3,395+10.2% | $4,912-23.8% | $5,124-27.0% |