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 | $95,624 | $85,766+11.5% | $136,294-29.8% | $70,131+36.4% |
| Participation rate | 97.8% | 74.2%+23.7pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 18.57% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,221 | $5,051+23.2% | $6,247-0.4% | $3,332+86.7% |
| Admin fee / account holder | $2,189 | $5,420-59.6% | $9,243-76.3% | $4,645-52.9% |