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 | $81,749 | $102,317-20.1% | $146,958-44.4% | $80,856+1.1% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.9pp | 67.6%+18.4pp |
| Annual return | 13.60% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $831 | $3,713-77.6% | $4,933-83.2% | $2,755-69.8% |
| Participant deferral / active EE | $6,446 | $6,644-3.0% | $8,070-20.1% | $4,296+50.1% |
| Admin fee / account holder | $2,273 | $7,941-71.4% | $12,998-82.5% | $6,918-67.1% |