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 | $130,235 | $106,749+22.0% | $145,433-10.5% | $82,448+58.0% |
| Participation rate | 96.1% | 75.6%+20.4pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 15.19% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $24 | $3,444-99.3% | $4,554-99.5% | $2,551-99.1% |
| Participant deferral / active EE | $7,525 | $6,519+15.4% | $7,897-4.7% | $4,139+81.8% |
| Admin fee / account holder | $727 | $8,390-91.3% | $13,129-94.5% | $7,234-90.0% |