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 | $67,478 | $102,317-34.1% | $146,958-54.1% | $80,856-16.5% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 12.37% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $616 | $3,713-83.4% | $4,933-87.5% | $2,755-77.6% |
| Participant deferral / active EE | $10,639 | $6,644+60.1% | $8,070+31.8% | $4,296+147.7% |
| Admin fee / account holder | $12,825 | $7,941+61.5% | $12,998-1.3% | $6,918+85.4% |