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 | $127,916 | $73,933+73.0% | $96,683+32.3% | $75,163+70.2% |
| Participation rate | 80.8% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.6pp |
| Annual return | 16.47% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $197 | $2,928-93.3% | $3,737-94.7% | $2,670-92.6% |
| Participant deferral / active EE | $2,154 | $3,659-41.1% | $4,878-55.8% | $4,125-47.8% |
| Admin fee / account holder | $1,117 | $5,216-78.6% | $6,730-83.4% | $5,651-80.2% |