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 | $81,508 | $100,041-18.5% | $149,718-45.6% | $70,131+16.2% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 15.11% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $983 | $3,662-73.1% | $5,445-81.9% | $2,342-58.0% |
| Participant deferral / active EE | $3,919 | $4,983-21.4% | $6,569-40.3% | $3,332+17.6% |
| Admin fee / account holder | $1,999 | $8,286-75.9% | $11,283-82.3% | $4,645-57.0% |