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 | $71,505 | $80,968-11.7% | $96,544-25.9% | $75,163-4.9% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 16.89% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.7pp |
| Employer contribution / active EE | $449 | $2,282-80.3% | $2,965-84.9% | $2,670-83.2% |
| Participant deferral / active EE | $6,141 | $3,928+56.3% | $4,851+26.6% | $4,125+48.9% |
| Admin fee / account holder | $9,573 | $6,724+42.4% | $8,252+16.0% | $5,651+69.4% |