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 | $65,271 | $137,414-52.5% | $189,513-65.6% | $85,850-24.0% |
| Participation rate | 79.5% | 84.6%-5.1pp | 87.8%-8.3pp | 69.3%+10.2pp |
| Annual return | 25.28% | 38.14%-12.9pp | 555.15%-529.9pp | 318.53%-293.3pp |
| Employer contribution / active EE | $1,297 | $4,344-70.1% | $6,162-79.0% | $2,565-49.4% |
| Participant deferral / active EE | $7,607 | $6,260+21.5% | $8,221-7.5% | $3,952+92.5% |
| Admin fee / account holder | $5,605 | $8,630-35.0% | $12,045-53.5% | $6,260-10.5% |