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 | $78,140 | $54,705+42.8% | $71,209+9.7% | $84,808-7.9% |
| Participation rate | 83.9% | 64.1%+19.8pp | 73.8%+10.1pp | 68.3%+15.6pp |
| Annual return | 26.40% | 35.90%-9.5pp | 282.51%-256.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $6 | $2,158-99.7% | $2,721-99.8% | $2,631-99.8% |
| Participant deferral / active EE | $6,720 | $3,030+121.8% | $4,175+61.0% | $4,212+59.6% |
| Admin fee / account holder | $2,894 | $4,863-40.5% | $5,349-45.9% | $7,344-60.6% |