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 | $136,207 | $102,616+32.7% | $81,983+66.1% | $158,922-14.3% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 17.71% | 61.04%-43.3pp | 41.31%-23.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $390 | $3,240-88.0% | $2,498-84.4% | $4,761-91.8% |
| Participant deferral / active EE | $3,323 | $4,648-28.5% | $3,722-10.7% | $5,982-44.5% |
| Admin fee / account holder | $4,347 | $8,235-47.2% | $5,664-23.3% | $11,246-61.3% |