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 | $83,322 | $71,050+17.3% | $93,606-11.0% | $80,856+3.0% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.6%+10.9pp |
| Annual return | 20.77% | 11.26%+9.5pp | 133.20%-112.4pp | 35.59%-14.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,033 | $4,034+49.6% | $4,411+36.8% | $4,296+40.4% |
| Admin fee / account holder | $6,422 | $6,945-7.5% | $8,285-22.5% | $6,918-7.2% |