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 | $173,919 | $105,181+65.4% | $159,436+9.1% | $85,850+102.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 26.80% | 45.07%-18.3pp | 263.57%-236.8pp | 318.53%-291.7pp |
| Employer contribution / active EE | $281 | $3,318-91.5% | $4,829-94.2% | $2,565-89.0% |
| Participant deferral / active EE | $5,782 | $5,945-2.7% | $7,352-21.4% | $3,952+46.3% |
| Admin fee / account holder | $1,683 | $6,933-75.7% | $10,799-84.4% | $6,260-73.1% |