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 | $107,833 | $73,933+45.9% | $96,683+11.5% | $75,163+43.5% |
| Participation rate | 73.8% | 66.4%+7.4pp | 74.3%-0.5pp | 67.2%+6.7pp |
| Annual return | 21.26% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $255 | $2,928-91.3% | $3,737-93.2% | $2,670-90.4% |
| Participant deferral / active EE | $8,153 | $3,659+122.8% | $4,878+67.1% | $4,125+97.7% |
| Admin fee / account holder | $1,209 | $5,216-76.8% | $6,730-82.0% | $5,651-78.6% |