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 | $86,875 | $137,414-36.8% | $189,513-54.2% | $85,850+1.2% |
| Participation rate | 79.2% | 84.6%-5.4pp | 87.8%-8.6pp | 69.3%+9.9pp |
| Annual return | 12.78% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,231 | $4,344-71.7% | $6,162-80.0% | $2,565-52.0% |
| Participant deferral / active EE | $3,450 | $6,260-44.9% | $8,221-58.0% | $3,952-12.7% |
| Admin fee / account holder | $1,798 | $8,630-79.2% | $12,045-85.1% | $6,260-71.3% |