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 | $40,835 | $125,758-67.5% | $169,993-76.0% | $75,163-45.7% |
| Participation rate | 88.1% | 83.6%+4.5pp | 87.0%+1.1pp | 67.2%+20.9pp |
| Annual return | 15.11% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,329 | $4,615-71.2% | $6,785-80.4% | $2,670-50.2% |
| Participant deferral / active EE | $3,123 | $6,837-54.3% | $10,408-70.0% | $4,125-24.3% |
| Admin fee / account holder | $10,420 | $8,173+27.5% | $12,815-18.7% | $5,651+84.4% |