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 | $100,322 | $73,787+36.0% | $98,716+1.6% | $82,448+21.7% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 15.43% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $192 | $1,511-87.3% | $2,279-91.6% | $2,551-92.5% |
| Participant deferral / active EE | $3,920 | $3,081+27.2% | $4,048-3.1% | $4,139-5.3% |
| Admin fee / account holder | $2,083 | $6,500-68.0% | $8,703-76.1% | $7,234-71.2% |