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 | $88,322 | $152,460-42.1% | $118,746-25.6% | $147,584-40.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.60% | 17.41%+0.2pp | 24.54%-6.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,047 | $5,046-79.3% | $4,193-75.0% | $4,876-78.5% |
| Participant deferral / active EE | $3,590 | $6,212-42.2% | $5,332-32.7% | $5,439-34.0% |
| Admin fee / account holder | $1,421 | $16,953-91.6% | $10,720-86.7% | $10,885-86.9% |