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 | $131,785 | $125,758+4.8% | $169,993-22.5% | $75,163+75.3% |
| Participation rate | 83.5% | 83.6%-0.1pp | 87.0%-3.5pp | 67.2%+16.3pp |
| Annual return | 17.47% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,211 | $4,615-73.8% | $6,785-82.2% | $2,670-54.6% |
| Participant deferral / active EE | $8,522 | $6,837+24.6% | $10,408-18.1% | $4,125+106.6% |
| Admin fee / account holder | $4,313 | $8,173-47.2% | $12,815-66.3% | $5,651-23.7% |