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 | $138,171 | $103,376+33.7% | $87,100+58.6% | $152,861-9.6% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 20.25% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $367 | $3,220-88.6% | $2,521-85.4% | $4,762-92.3% |
| Participant deferral / active EE | $2,566 | $4,778-46.3% | $4,049-36.6% | $5,850-56.1% |
| Admin fee / account holder | $41,126 | $12,205+237.0% | $7,497+448.6% | $11,596+254.6% |