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 | $69,103 | $106,749-35.3% | $145,433-52.5% | $82,448-16.2% |
| Participation rate | 73.2% | 75.6%-2.5pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,739 | $6,519-27.3% | $7,897-40.0% | $4,139+14.5% |
| Admin fee / account holder | $5,246 | $8,390-37.5% | $13,129-60.0% | $7,234-27.5% |