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 | $86,273 | $183,963-53.1% | $162,163-46.8% | $152,861-43.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 18.29% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,331 | $6,371-79.1% | $5,614-76.3% | $4,762-72.0% |
| Participant deferral / active EE | $4,051 | $8,034-49.6% | $7,298-44.5% | $5,850-30.8% |
| Admin fee / account holder | $11,147 | $13,121-15.0% | $10,843+2.8% | $11,596-3.9% |