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 | $113,982 | $137,414-17.1% | $189,513-39.9% | $85,850+32.8% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 14.19% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.3pp |
| Employer contribution / active EE | $629 | $4,344-85.5% | $6,162-89.8% | $2,565-75.5% |
| Participant deferral / active EE | $7,729 | $6,260+23.5% | $8,221-6.0% | $3,952+95.6% |
| Admin fee / account holder | $2,355 | $8,630-72.7% | $12,045-80.4% | $6,260-62.4% |