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 | $17,184 | $177,572-90.3% | $154,803-88.9% | $142,382-87.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $388 | $4,810-91.9% | $4,305-91.0% | $4,299-91.0% |
| Participant deferral / active EE | $5,589 | $6,272-10.9% | $5,540+0.9% | $6,507-14.1% |
| Admin fee / account holder | $13,015 | $16,786-22.5% | $14,329-9.2% | $12,624+3.1% |