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 | $67,496 | $85,766-21.3% | $136,294-50.5% | $70,131-3.8% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 47.38% | 31.45%+15.9pp | 5155.94%-5108.6pp | 73.14%-25.8pp |
| Employer contribution / active EE | $307 | $2,966-89.7% | $4,695-93.5% | $2,342-86.9% |
| Participant deferral / active EE | $3,961 | $5,051-21.6% | $6,247-36.6% | $3,332+18.9% |
| Admin fee / account holder | $765 | $5,420-85.9% | $9,243-91.7% | $4,645-83.5% |