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 | $77,961 | $118,680-34.3% | $98,907-21.2% | $158,922-50.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 17.02% | 372.35%-355.3pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $419 | $3,333-87.4% | $2,689-84.4% | $4,761-91.2% |
| Participant deferral / active EE | $1,398 | $5,088-72.5% | $4,244-67.1% | $5,982-76.6% |
| Admin fee / account holder | $10,945 | $10,131+8.0% | $6,642+64.8% | $11,246-2.7% |