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 | $136,401 | $72,388+88.4% | $111,392+22.5% | $64,186+112.5% |
| Participation rate | 80.0% | 70.5%+9.5pp | 78.9%+1.1pp | 69.6%+10.4pp |
| Annual return | 10.52% | -1.50%+12.0pp | -2.06%+12.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $632 | $3,000-78.9% | $4,328-85.4% | $2,381-73.5% |
| Participant deferral / active EE | $4,927 | $4,241+16.2% | $5,567-11.5% | $3,470+42.0% |
| Admin fee / account holder | $6,682 | $5,719+16.8% | $12,266-45.5% | $4,888+36.7% |