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 | $130,419 | $77,634+68.0% | $156,549-16.7% | $62,891+107.4% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 5.29% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $37 | $3,444-98.9% | $5,501-99.3% | $2,281-98.4% |
| Participant deferral / active EE | $5,026 | $3,045+65.0% | $4,871+3.2% | $3,203+56.9% |
| Admin fee / account holder | $6,401 | $5,561+15.1% | $13,027-50.9% | $4,296+49.0% |