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 | $90,463 | $197,591-54.2% | $177,821-49.1% | $158,922-43.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 12.47% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,377 | $6,697-79.4% | $5,918-76.7% | $4,761-71.1% |
| Participant deferral / active EE | $4,818 | $8,405-42.7% | $7,714-37.5% | $5,982-19.5% |
| Admin fee / account holder | $136,193 | $15,399+784.4% | $12,427+995.9% | $11,246+1111.1% |