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 | $86,770 | $58,208+49.1% | $81,812+6.1% | $80,856+7.3% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 23.74% | 41.66%-17.9pp | 773.79%-750.0pp | 35.59%-11.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,675 | $3,281+42.5% | $4,319+8.2% | $4,296+8.8% |
| Admin fee / account holder | $1,749 | $4,981-64.9% | $7,386-76.3% | $6,918-74.7% |