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 | $80,239 | $56,199+42.8% | $67,652+18.6% | $59,632+34.6% |
| Participation rate | 71.1% | 71.5%-0.4pp | 75.7%-4.6pp | 68.7%+2.4pp |
| Annual return | 1.50% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,162 | $2,844-24.0% | $3,560-39.3% | $3,192-32.3% |
| Admin fee / account holder | $3,684 | $3,958-6.9% | $4,821-23.6% | $4,297-14.3% |