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 | $121,308 | $80,968+49.8% | $96,544+25.7% | $75,163+61.4% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 18.58% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.0pp |
| Employer contribution / active EE | $374 | $2,282-83.6% | $2,965-87.4% | $2,670-86.0% |
| Participant deferral / active EE | $3,115 | $3,928-20.7% | $4,851-35.8% | $4,125-24.5% |
| Admin fee / account holder | $11,837 | $6,724+76.0% | $8,252+43.4% | $5,651+109.5% |