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 | $128,839 | $94,031+37.0% | $115,768+11.3% | $82,448+56.3% |
| Participation rate | 72.1% | 70.4%+1.7pp | 74.4%-2.3pp | 68.1%+4.1pp |
| Annual return | 21.17% | 20.61%+0.6pp | 100.46%-79.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $385 | $2,323-83.4% | $2,940-86.9% | $2,551-84.9% |
| Participant deferral / active EE | $4,384 | $3,972+10.4% | $4,917-10.8% | $4,139+5.9% |
| Admin fee / account holder | $4,366 | $10,249-57.4% | $12,439-64.9% | $7,234-39.6% |