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 | $160,219 | $85,766+86.8% | $136,294+17.6% | $70,131+128.5% |
| Participation rate | 88.6% | 74.2%+14.5pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 15.93% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,436 | $5,051+7.6% | $6,247-13.0% | $3,332+63.2% |
| Admin fee / account holder | $5,573 | $5,420+2.8% | $9,243-39.7% | $4,645+20.0% |