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 | $119,715 | $99,652+20.1% | $78,778+52.0% | $147,584-18.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 15.46% | 47.28%-31.8pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $50 | $2,796-98.2% | $1,986-97.5% | $4,876-99.0% |
| Participant deferral / active EE | $4,650 | $3,664+26.9% | $2,958+57.2% | $5,439-14.5% |
| Admin fee / account holder | $7,001 | $7,155-2.2% | $5,134+36.4% | $10,885-35.7% |