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 | $86,524 | $79,449+8.9% | $189,557-54.4% | $85,850+0.8% |
| Participation rate | 85.4% | 66.0%+19.4pp | 78.4%+7.0pp | 69.3%+16.1pp |
| Annual return | 15.56% | 18.45%-2.9pp | 64.17%-48.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,575 | $4,051+87.0% | $6,174+22.7% | $3,952+91.7% |
| Admin fee / account holder | $6,343 | $5,377+18.0% | $9,807-35.3% | $6,260+1.3% |