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 | $74,170 | $117,841-37.1% | $102,423-27.6% | $145,922-49.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 28.60% | 31.65%-3.1pp | 29.32%-0.7pp | 561.29%-532.7pp |
| Employer contribution / active EE | $747 | $3,615-79.3% | $3,023-75.3% | $4,660-84.0% |
| Participant deferral / active EE | $3,044 | $5,731-46.9% | $5,053-39.8% | $6,688-54.5% |
| Admin fee / account holder | $20,695 | $13,326+55.3% | $9,451+119.0% | $13,397+54.5% |