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 | $98,016 | $74,888+30.9% | $71,209+37.6% | $142,382-31.2% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.8%-0.1pp | 80.1%-6.4pp |
| Annual return | 18.52% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $231 | $2,854-91.9% | $2,721-91.5% | $4,299-94.6% |
| Participant deferral / active EE | $1,479 | $4,454-66.8% | $4,175-64.6% | $6,507-77.3% |
| Admin fee / account holder | $1,724 | $5,568-69.0% | $5,349-67.8% | $12,624-86.3% |