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 | $147,080 | $176,812-16.8% | $146,665+0.3% | $167,490-12.2% |
| Participation rate | 72.2% | 83.6%-11.4pp | 80.1%-7.8pp | 82.1%-9.9pp |
| Annual return | 14.36% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $780 | $5,160-84.9% | $4,136-81.1% | $4,837-83.9% |
| Participant deferral / active EE | $5,543 | $6,440-13.9% | $5,506+0.7% | $6,341-12.6% |
| Admin fee / account holder | $3,884 | $13,259-70.7% | $10,280-62.2% | $12,309-68.4% |