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 | $91,696 | $98,750-7.1% | $149,696-38.7% | $79,858+14.8% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.5pp |
| Annual return | 19.98% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,452 | $5,680+48.8% | $6,842+23.5% | $3,740+126.0% |
| Admin fee / account holder | $3,627 | $6,053-40.1% | $9,309-61.0% | $5,306-31.6% |