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 | $62,730 | $56,897+10.3% | $84,750-26.0% | $62,891-0.3% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 987.35% | 6.30%+981.0pp | 22.78%+964.6pp | 20.14%+967.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,797 | $2,709-33.7% | $3,712-51.6% | $3,203-43.9% |
| Admin fee / account holder | $623 | $3,581-82.6% | $5,332-88.3% | $4,296-85.5% |