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 | $136,267 | $86,286+57.9% | $111,297+22.4% | $85,850+58.7% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.4pp | 69.3%+17.4pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,452 | $3,641+22.3% | $4,487-0.8% | $3,952+12.7% |
| Admin fee / account holder | $9,818 | $8,188+19.9% | $7,964+23.3% | $6,260+56.8% |