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 | $85,739 | $89,355-4.0% | $141,162-39.3% | $72,985+17.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 19.43% | 111.85%-92.4pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $312 | $3,114-90.0% | $4,735-93.4% | $2,440-87.2% |
| Participant deferral / active EE | $6,577 | $5,418+21.4% | $6,709-2.0% | $3,607+82.3% |
| Admin fee / account holder | $1,551 | $5,958-74.0% | $10,261-84.9% | $5,124-69.7% |