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 | $85,626 | $125,758-31.9% | $169,993-49.6% | $75,163+13.9% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 16.48% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $945 | $4,615-79.5% | $6,785-86.1% | $2,670-64.6% |
| Participant deferral / active EE | $4,837 | $6,837-29.3% | $10,408-53.5% | $4,125+17.2% |
| Admin fee / account holder | $4,012 | $8,173-50.9% | $12,815-68.7% | $5,651-29.0% |