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 | $87,016 | $127,065-31.5% | $113,168-23.1% | $142,382-38.9% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 14.65% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $403 | $3,442-88.3% | $2,975-86.5% | $4,299-90.6% |
| Participant deferral / active EE | $4,233 | $5,716-25.9% | $5,107-17.1% | $6,507-34.9% |
| Admin fee / account holder | $28,727 | $15,736+82.6% | $12,068+138.1% | $12,624+127.6% |