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 | $73,979 | $89,753-17.6% | $107,525-31.2% | $84,808-12.8% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 14.33% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $216 | $3,113-93.1% | $3,754-94.3% | $2,631-91.8% |
| Participant deferral / active EE | $5,469 | $4,056+34.8% | $5,116+6.9% | $4,212+29.9% |
| Admin fee / account holder | $32,752 | $7,222+353.5% | $8,919+267.2% | $7,344+346.0% |