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 | $120,792 | $100,041+20.7% | $149,718-19.3% | $70,131+72.2% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.1%+2.5pp | 69.5%+20.0pp |
| Annual return | 15.00% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $907 | $3,662-75.2% | $5,445-83.3% | $2,342-61.3% |
| Participant deferral / active EE | $5,313 | $4,983+6.6% | $6,569-19.1% | $3,332+59.5% |
| Admin fee / account holder | $2,086 | $8,286-74.8% | $11,283-81.5% | $4,645-55.1% |