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 | $100,693 | $99,985+0.7% | $146,665-31.3% | $85,850+17.3% |
| Participation rate | 80.8% | 73.1%+7.7pp | 80.1%+0.7pp | 69.3%+11.5pp |
| Annual return | 15.34% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $483 | $2,559-81.1% | $4,136-88.3% | $2,565-81.2% |
| Participant deferral / active EE | $4,499 | $4,006+12.3% | $5,506-18.3% | $3,952+13.9% |
| Admin fee / account holder | $16,071 | $7,702+108.6% | $10,280+56.3% | $6,260+156.7% |