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 | $133,192 | $72,492+83.7% | $87,100+52.9% | $72,985+82.5% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 19.60% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $445 | $1,894-76.5% | $2,521-82.4% | $2,440-81.8% |
| Participant deferral / active EE | $3,671 | $3,270+12.3% | $4,049-9.3% | $3,607+1.8% |
| Admin fee / account holder | $29,481 | $5,055+483.2% | $7,497+293.3% | $5,124+475.3% |