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 | $78,860 | $125,758-37.3% | $169,993-53.6% | $75,163+4.9% |
| Participation rate | 77.5% | 83.6%-6.1pp | 87.0%-9.5pp | 67.2%+10.3pp |
| Annual return | 22.02% | 27.20%-5.2pp | 53.37%-31.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,433 | $6,837-5.9% | $10,408-38.2% | $4,125+55.9% |
| Admin fee / account holder | $4,882 | $8,173-40.3% | $12,815-61.9% | $5,651-13.6% |