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 | $124,734 | $88,672+40.7% | $105,223+18.5% | $82,448+51.3% |
| Participation rate | 75.6% | 67.9%+7.6pp | 75.0%+0.5pp | 68.1%+7.5pp |
| Annual return | 17.42% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $504 | $3,048-83.5% | $3,689-86.3% | $2,551-80.3% |
| Participant deferral / active EE | $4,852 | $4,036+20.2% | $5,072-4.3% | $4,139+17.2% |
| Admin fee / account holder | $2,347 | $7,146-67.2% | $8,859-73.5% | $7,234-67.6% |