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 | $236,059 | $85,766+175.2% | $136,294+73.2% | $70,131+236.6% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 19.68% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,184 | $5,051+42.2% | $6,247+15.0% | $3,332+115.6% |
| Admin fee / account holder | $5,433 | $5,420+0.2% | $9,243-41.2% | $4,645+17.0% |