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 | $80,438 | $85,766-6.2% | $136,294-41.0% | $70,131+14.7% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 19.52% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $212 | $2,966-92.8% | $4,695-95.5% | $2,342-90.9% |
| Participant deferral / active EE | $2,408 | $5,051-52.3% | $6,247-61.5% | $3,332-27.7% |
| Admin fee / account holder | $6,027 | $5,420+11.2% | $9,243-34.8% | $4,645+29.7% |