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 | $121,810 | $197,591-38.4% | $177,821-31.5% | $158,922-23.4% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 20.40% | 58.76%-38.4pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,330 | $6,697-80.1% | $5,918-77.5% | $4,761-72.1% |
| Participant deferral / active EE | $6,286 | $8,405-25.2% | $7,714-18.5% | $5,982+5.1% |
| Admin fee / account holder | $411 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |