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 | $79,006 | $85,766-7.9% | $136,294-42.0% | $70,131+12.7% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 14.72% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $405 | $2,966-86.4% | $4,695-91.4% | $2,342-82.7% |
| Participant deferral / active EE | $5,531 | $5,051+9.5% | $6,247-11.5% | $3,332+66.0% |
| Admin fee / account holder | $554 | $5,420-89.8% | $9,243-94.0% | $4,645-88.1% |