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 | $162,116 | $135,952+19.2% | $123,892+30.9% | $273,961-40.8% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $280 | $5,170-94.6% | $4,617-93.9% | $4,869-94.2% |
| Participant deferral / active EE | $5,292 | $6,343-16.6% | $5,984-11.6% | $5,287+0.1% |
| Admin fee / account holder | $46,065 | $9,817+369.2% | $8,357+451.2% | $10,132+354.7% |