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 | $62,683 | $85,766-26.9% | $136,294-54.0% | $70,131-10.6% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 21.56% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $430 | $2,966-85.5% | $4,695-90.9% | $2,342-81.7% |
| Participant deferral / active EE | $8,755 | $5,051+73.3% | $6,247+40.1% | $3,332+162.8% |
| Admin fee / account holder | $16,122 | $5,420+197.4% | $9,243+74.4% | $4,645+247.1% |