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 | $74,528 | $63,346+17.7% | $92,233-19.2% | $70,131+6.3% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 17.68% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $362 | $2,471-85.4% | $3,679-90.2% | $2,342-84.6% |
| Participant deferral / active EE | $1,585 | $2,854-44.4% | $3,897-59.3% | $3,332-52.4% |
| Admin fee / account holder | $1,266 | $3,840-67.0% | $5,194-75.6% | $4,645-72.8% |