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 | $130,410 | $99,985+30.4% | $146,665-11.1% | $85,850+51.9% |
| Participation rate | 85.0% | 73.1%+11.9pp | 80.1%+4.9pp | 69.3%+15.7pp |
| Annual return | 13.07% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $621 | $2,559-75.7% | $4,136-85.0% | $2,565-75.8% |
| Participant deferral / active EE | $6,385 | $4,006+59.4% | $5,506+16.0% | $3,952+61.6% |
| Admin fee / account holder | $6,422 | $7,702-16.6% | $10,280-37.5% | $6,260+2.6% |