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 | $114,867 | $85,766+33.9% | $136,294-15.7% | $70,131+63.8% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 17.79% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,242 | $5,051-35.8% | $6,247-48.1% | $3,332-2.7% |
| Admin fee / account holder | $736 | $5,420-86.4% | $9,243-92.0% | $4,645-84.2% |