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 | $71,045 | $109,359-35.0% | $162,163-56.2% | $72,985-2.7% |
| Participation rate | 77.8% | 84.3%-6.5pp | 87.6%-9.8pp | 69.5%+8.3pp |
| Annual return | 24.63% | 25.46%-0.8pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,177 | $3,907-69.9% | $5,614-79.0% | $2,440-51.8% |
| Participant deferral / active EE | $4,607 | $5,481-16.0% | $7,298-36.9% | $3,607+27.7% |
| Admin fee / account holder | $1,179 | $7,972-85.2% | $10,843-89.1% | $5,124-77.0% |