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 | $73,754 | $83,337-11.5% | $67,834+8.7% | $273,961-73.1% |
| Participation rate | 83.3% | 76.4%+6.9pp | 68.8%+14.5pp | 83.0%+0.3pp |
| Annual return | 12.72% | 259.45%-246.7pp | 138.47%-125.8pp | 41.45%-28.7pp |
| Employer contribution / active EE | $450 | $3,287-86.3% | $2,403-81.3% | $4,869-90.8% |
| Participant deferral / active EE | $4,880 | $4,088+19.4% | $3,160+54.4% | $5,287-7.7% |
| Admin fee / account holder | $411 | $6,752-93.9% | $4,622-91.1% | $10,132-95.9% |