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 | $125,083 | $107,334+16.5% | $92,893+34.7% | $152,861-18.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 18.73% | 145.58%-126.8pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $605 | $4,221-85.7% | $3,653-83.4% | $4,762-87.3% |
| Participant deferral / active EE | $2,999 | $4,845-38.1% | $4,236-29.2% | $5,850-48.7% |
| Admin fee / account holder | $10,999 | $7,079+55.4% | $5,794+89.8% | $11,596-5.2% |