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 | $62,591 | $152,460-58.9% | $118,746-47.3% | $147,584-57.6% |
| Participation rate | 72.2% | 82.3%-10.0pp | 78.3%-6.1pp | 82.8%-10.6pp |
| Annual return | 32.21% | 17.41%+14.8pp | 24.54%+7.7pp | 578.55%-546.3pp |
| Employer contribution / active EE | $868 | $5,046-82.8% | $4,193-79.3% | $4,876-82.2% |
| Participant deferral / active EE | $2,517 | $6,212-59.5% | $5,332-52.8% | $5,439-53.7% |
| Admin fee / account holder | $2,250 | $16,953-86.7% | $10,720-79.0% | $10,885-79.3% |