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 | $142,813 | $101,724+40.4% | $164,813-13.3% | $80,856+76.6% |
| Participation rate | 80.9% | 71.8%+9.1pp | 78.6%+2.3pp | 67.6%+13.2pp |
| Annual return | 17.29% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $691 | $2,953-76.6% | $4,341-84.1% | $2,755-74.9% |
| Participant deferral / active EE | $8,086 | $4,477+80.6% | $6,031+34.1% | $4,296+88.2% |
| Admin fee / account holder | $513 | $8,227-93.8% | $12,690-96.0% | $6,918-92.6% |