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 | $93,875 | $63,346+48.2% | $92,233+1.8% | $70,131+33.9% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 17.59% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,543 | $2,854+24.1% | $3,897-9.1% | $3,332+6.3% |
| Admin fee / account holder | $1,546 | $3,840-59.7% | $5,194-70.2% | $4,645-66.7% |