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 | $33,704 | $78,672-57.2% | $109,143-69.1% | $85,850-60.7% |
| Participation rate | 91.1% | 68.3%+22.8pp | 75.9%+15.2pp | 69.3%+21.8pp |
| Annual return | 11.83% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $399 | $2,735-85.4% | $3,722-89.3% | $2,565-84.4% |
| Participant deferral / active EE | $4,625 | $3,467+33.4% | $4,653-0.6% | $3,952+17.0% |
| Admin fee / account holder | $4,551 | $5,469-16.8% | $6,752-32.6% | $6,260-27.3% |