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 | $95,606 | $124,319-23.1% | $111,297-14.1% | $167,490-42.9% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 14.28% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,640 | $5,180+8.9% | $4,487+25.7% | $6,341-11.1% |
| Admin fee / account holder | $11,848 | $10,618+11.6% | $7,964+48.8% | $12,309-3.7% |