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 | $137,100 | $111,754+22.7% | $103,333+32.7% | $145,922-6.0% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 10.56% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $428 | $4,212-89.8% | $3,868-88.9% | $4,660-90.8% |
| Participant deferral / active EE | $2,204 | $5,619-60.8% | $5,057-56.4% | $6,688-67.0% |
| Admin fee / account holder | $17,803 | $9,750+82.6% | $8,355+113.1% | $13,397+32.9% |