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 | $137,525 | $162,781-15.5% | $133,956+2.7% | $158,922-13.5% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 8.48% | 41.94%-33.5pp | 45.09%-36.6pp | 302.83%-294.3pp |
| Employer contribution / active EE | $156 | $4,975-96.9% | $3,919-96.0% | $4,761-96.7% |
| Participant deferral / active EE | $4,082 | $5,911-30.9% | $5,048-19.1% | $5,982-31.8% |
| Admin fee / account holder | $13,412 | $11,736+14.3% | $8,927+50.2% | $11,246+19.3% |