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 | $116,036 | $137,414-15.6% | $189,513-38.8% | $85,850+35.2% |
| Participation rate | 84.2% | 84.6%-0.4pp | 87.8%-3.6pp | 69.3%+14.9pp |
| Annual return | 13.01% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,017 | $4,344-76.6% | $6,162-83.5% | $2,565-60.3% |
| Participant deferral / active EE | $4,191 | $6,260-33.1% | $8,221-49.0% | $3,952+6.1% |
| Admin fee / account holder | $30,309 | $8,630+251.2% | $12,045+151.6% | $6,260+384.2% |